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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED

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To: Catcher who wrote (3167)	9/22/2000 7:25:13 PM
From: Jim Willie CB	Read Replies (1) of 65232

CatchMan, the PC area is the onliest tech sector with serious maturity well, old circuit switched telephone carriers are also antiquated I personally keep an ear to the ground for initial rumblings of pain coming from Cisco's land but from all I hear, their core network business is strong in providing equipment linking webservers sure, Juniper and even Extreme are eating away at their core even their heavy investment in yesterday's fiberoptic (SONET) will keep them humming for another year or two Texas Instruments just issued a statement after market that indicates strong earnings are revenues this is key for its timing TI is central to semiconductors, but outside PC they are a monster in communications sector this should enable repair of the nonPC chip areas I believe Microsoft will not impress the market with their next earnings report Millenium is doing ok, but not on fire their monopoly is losing its lustre in PCdom Dell could say anything here, dont matter Intel and Micron have damaged this PC sector Oracle already announced great earnings perhaps a sinister spinster could create a soso story Motorola is left, Apple too, not to mention IBM, HP I seriously doubt we have any more bolts of negative thunder but I am wrong a lot one thing for sure I am a jackass about the only thing that hardly ever changes / Jim

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