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Strategies & Market Trends : Sonki's Links List

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To: Sonki who wrote (140)	6/15/1998 8:40:00 PM
From: ANANT	Read Replies (1) of 395

sonki: digital-jam A crack at Chain-saw Al of Sunbeam who is fired: U cannot do a layoff unless u start from the top. TLAB: exciting for the merger cien - like ASND - CISCO TXN: DSP mkt (50% of total mkt)- pay attention - in 10 weeks it will be beaten - TXN should be able to build a platform like Intel TLAB: very bullish IRIDF: world needs - not clear about economics - not excited SEEK: No 5 of portal co - terrific run - take pft and put in NSCP which have low expectations - MSFT and some hw cos are coming into this space LU: Nice match with COMS - there are higher priorities for LU - Do not count on this ----------------------------- See this Bruce Francis guy of CNBC Tech 98 reporter has moved from CNBC to dig-jam as co-anchor to Steve young. this is the first day for Bruce. ------------------------------------------------------- there a big article in the Money magazine about the S.Box show of CNBC - It is the most popular show in comparison with CNNfn and Bloomberg channel - Maria. B described as pillow-lipped and WS Angel etc. ------Joe Kernan as biotech graduate from MIT- Mark with a law degree - tears up the co financials while posing tough questions to ceos in the S.Box show - also about David Faber - the very popular show. ----------------------------- Dig-jam Part II pc cos even make money in shipping - Dell gets discount prices from the shipping cos and charge customers retail -------------------- In these days under the justice conflict , MSFT is letting OEMS like gateway , compaq etc to come up with their own creative way of designing their start-up screen in their own unique way. In this process those are making money - cpq with yahoo key on the key board ----------------- NYT is showing its electronic street guide NYT.COM ------------------------------------- I just now saw ur e-mails that u are not able to get to the telephone and u can get some local he;p to get ur MSoffice problem solved. That is fine. in case u need my help, i am at ur service. ----------------------------------------------- today mkts are a disaster for techies. That is all for the day ram

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