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To: Tony Viola who wrote (86600)	8/4/1999 2:29:00 PM
From: dmf	Read Replies (1) \| Respond to of 186894

Ten: RE: AC3 Velocity, Cornell and CTC The Cornell Theory Center was left out in the reorganization of national supercomputing centers. Without that affiliation, I wonder how decisions are made. Do we know the actual cost of the installation of the 256-processor cluster? I always wonder about sponsored research. Just a skeptic at heart <g>. Was the decision to choose the AC3 velocity made after a competitive process, with IBM, SUN and others in the running or are the good folks at Cornell applauding (and accepting) a gift from Dell, Intel, Microsoft and Giganet. It's OK with me. Heck, I'll let them install a cluster for me. Just think it would be nice to know a little more. Thanks for the post. dmf

To: Tony Viola who wrote (86600)	8/4/1999 2:43:00 PM
From: Burt Masnick	Read Replies (1) \| Respond to of 186894

A tad puzzled by AMD's stock price action the last few weeks. They are on the brink of announcing at least 600 MHz Athlons with benchmarks that will say that they outperform Pentium III clock-for-clock. They are opening a new Fab in Dresden partially but significantly funded by the German Government. They will have at least a few tier one boxmakers in their corner with the Athlon. Introduction of a new .18 process and then a copper process. Booming PC sales. If I read the tea leaves correctly Athlon based boxes should be available for end-users next week. Announced prices look like 10 times their current ASP on K6 (probably in the low 50s right now). Engineers at the boxmakers should have designed and tested the first models and seen the performance delivered. So why isn't the stock price movin' on up? I understand that they have a heavy load. Prior poor quarters. Stockholder suits. Public awareness of overhang of K6 inventory that gives whip hand to boxmakers in price negotiations. In-your-face battle with Intel for boxmaker sockets. I thought that the buzz over the new chips and new fab would zip the stock into the low 20s. Instead it is very slowly eroding on modest volume. I guess time will tell if there's something not on the table publicly today or if the market is just plain wrong. Presumably the stock market looks 6 months out. Burt

To: Tony Viola who wrote (86600)	8/4/1999 3:01:00 PM
From: Tenchusatsu	Read Replies (1) \| Respond to of 186894

Great news, Tony. Thanks for the repost. Tenchusatsu

To: Tony Viola who wrote (86600)	8/4/1999 9:09:00 PM
From: Proud_Infidel	Respond to of 186894

If there is justice in this universe, they will add INTC: Dow Industrials Now Have Vacancy By PATRICIA LAMIELL AP Business Writer NEW YORK (AP) -- The acquisition of Union Carbide Corp. by Dow Chemical Co. will create a vacancy in one of the world's most exclusive clubs -- the 30 stocks that make up the Dow Jones industrial average. Companies can't buy their way in, and there's no fancy clubhouse with leather chairs and fine dining. But membership can be very valuable. Inclusion in Wall Street's best-known indicator establishes a company as a leader in its own industry and in the economy at large. And investment funds tied to the Dow index performance are bound by their charter to buy shares of the components. A listing in the Dow industrials can spark demand for the shares, making it easier to buy and sell. Investors will therefore try to guess which company The Wall Street Journal, the Dow Jones & Co. unit that publishes the index, will choose. An obvious candidate would be Dow Chemical, which is not related to Dow Jones & Co. Replacing Union Carbide with Dow Chemical would maintain a presence for the chemical industry in the Dow index, which attempts to approximate the mix of industries in the economy at large. There is precedent for replacing an acquired Dow component with the merged company, as was done when Travelers Group bought Citicorp. The combined company, Citigroup (NYSE:C - news), took Travelers place in the Dow. But the Dow Jones industrial average has come under fire over the years for failing to accurately reflect the transition in the U.S. economy from industrial to service to technology. And so some market analysts were asking Wednesday whether the Journal might use this as an opportunity to add an up-and-coming technology company, for example. ''If I were doing it, I would want to reflect less the manufacturing, industrial element, and more some of the newer companies, the more technologically oriented companies,'' said William Freund, director of the Pace University Center for the Study of Equity Markets. ''Pulling a name out of the air, I would suggest a Lucent technologies, which is a big, well-established company.'' Market historian Yale Hirsch, who also favors the larger technology companies, suggested Microsoft (Nasdaq:MSFT - news), Intel (Nasdaq:INTC - news) or Cisco. Although all of the Dow industrial components have been names that trade on the New York Stock Exchange, there is nothing to prevent the addition of a stock that trades in the Nasdaq Stock Market. John Prestbo, markets editor at the Wall Street Journal, suggested that all of the average's component stocks components could come under scrutiny as the keepers of the Dow consider a replacement for Union Carbide. ''A potential change caused by an external event is always an occasion to review the Dow,'' Prestbo said in an interview reported on Dow Jones Newswires. ''Adding a big technology company would be a possibility.'' A change in the Dow isn't expected overnight. The acquisition of Union Carbide still faces a shareholders' vote and government review in the United States and Europe. It is not expected to be completed until next year. biz.yahoo.com