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Pastimes : Techride -- Ignore unavailable to you. Want to Upgrade?

To: elmatador who wrote (3862)	9/6/1999 11:28:00 AM
From: Blue Snowshoe	Read Replies (5) \| Respond to of 7442

Elmatador, Thank you for the fine post. It really got me thinking about Asia's markets. To me the nice thing about Asia markets is that we have a meat thermometer stuck in it to tell us what they are doing. What meat thermometer you ask? Our Ol' Techride pal Barton and others like him. The point is not to rank on Barton but to realize many Sheepeople really do listen to him. Barton is the source of much entertainment around here and is helpful in telling which way the markets are going. Not too long ago Barton said he was "Befuddled" (that is with a big B) by the US markets. This was a solid buy signal for us Techriders and I for one got solid companies on sale and internets were a gift. The markets took off. Then since Barton missed that move that we all rode, he said he was going "global" (another late call, markets had already started to turn there). He can put his money in Japan and Asia but for as long as China is China and North Korea is North Korea, that's not investing, that's what you call a gamble. Bottomline to me: I've traveled much, been to and lived in other countries, cultures, and know how other governments work thanks to my military background. I never 100% trust any of them and I never feel 100% safe until I'm on United States soil. If I don't feel safe abroad them why should I think my money would be? China's troops shooting up Taiwan? Could happen. Commie tanks rolling down Main Street, possible. Russia goes ape$hit and starts another civil war, stranger things have happened. Barton is the meat thermometer. If the fecal matter hits the fan, Barton types will get splattered not me. If putting money where they shoot people to harvest a kidney or kill a baby girl cause she was born a girl, is what some people want to do with their money that is their business. If giving money to people who call us lazy, (people BTW who are lucky they are on the face of the earth) is Barton's thing then let him go. If you can't make money in the US I guess you have to go "global". It would seem DD would make some people aware of what going "global" really means. I still remember Japan saying us Americans are lazy, think I'll ever give them anything but a hard time? I remember T-square, I remember a line of prisoners tied to poles, shot at point blank range as a "doctor" watched so they could get the organs while they are hot. Think I'll ever give a penny to North Korea? Think I'll ever give a penny to LOR? And China and Russia, a word about China and Russia, the day they return our Vietnam POWs (or their bodies) then I'll trust the bastards. Until then I'll tell you what Uncle Sam won't, it was hard to find POWs because some ot them weren't in Laos, Cambodia or Vietnam. The KGB can tell you and so can the Chinese. I hope the world economies one day run like my Blazer but until that day, people will be people. That means they will try to control each other and kill each other to do it. My money will stay here in the good ol' US of A. Green money not red. On this labor day I say thanks to all hard working Americans. The American people, that is where the credit for this bull run and economy should go, not to Clinton or Greenspan. Let us enjoy this holiday, enjoy the fruits of our labor and give ourselves a great big standing O. 9092ALL, BLUE

To: elmatador who wrote (3862)	9/7/1999 4:13:00 AM
From: elmatador	Read Replies (3) \| Respond to of 7442

European company dresses up for the party: SIEMENS UNISPHERE: Public offering considered Parent company Siemens favours a Unisphere taking a cautious approach to Wall Street, writes Richard Waters in New York The US networking equipment company set up earlier this year by Siemens is considering an initial public offering, although its German parent appears to have stopped it from joining the IPO rush in the sector. Unisphere Solutions was created in March to help the German electronics group bridge the technological and cultural gulf between fast-growing US network equipment companies and traditional European telecommunications equipment makers. More than just an attempt to catch up with American technology, the new venture was seen as a way for Siemens to learn from the more flexible US business methods that have made rivals such as Cisco Systems dominant in the new business of building the infrastructure behind the internet. Since Unisphere's launch in March, networking equipment companies have been among the hottest new arrivals on Wall Street. Juniper Networks, a manufacturer of high-speed routers and a direct Unisphere competitor, has seen its stock jump to $193 from $34 at its IPO in June, valuing the company at nearly $10bn. Unisphere has been looking at the possibility of a US stock market listing, said Martin Clague, the former IBM executive who was hired to run the company. Mr Clague added that he had held discussions with investment bankers about the idea and suggested that a decision might be made within "three or four months". However, the slower, more cautious approach of Unisphere's German parent appears to have put a brake on the company's plans. "This is very fast for them," Mr Clague said of Siemens. He compared the German company's attempt to transform itself to similar efforts by IBM, which had to remake its culture after allowing itself to be by- passed by the Personal Computer revolution. Siemens is considering its own US stock market listing in 2001, though Mr Clague denied that this had complicated the decision about whether to mount a Unisphere IPO. The chance of reaping big profits from stock options has become one of the big draws for people who work in small, fast-growing technology or telecommunications companies in the US. Unisphere is founded on four small technology companies acquired in the US in recent months. "Do I want the employees to make money? Certainly I do," said Mr Clague, who added that his 600 workers would welcome an IPO. A stock market listing has also become vital for any company looking to make acquisitions in the networking sector, since valuations have risen to a level that has become prohibitive for companies that cannot do stock-for-stock deals. "There are a number of small US companies that we have on our radar screen [as potential acquisitions]," said Mr Clague. He added, though, that the company did not expect to make many acquisitions, but would instead look to alliances and partnerships with other technology companies.