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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club -- Ignore unavailable to you. Want to Upgrade?

To: Wally Mastroly who wrote (8994)	9/30/1999 8:51:00 AM
From: Allan Harris	Read Replies (1) \| Respond to of 15132

Audio and Video replay of Gilder Telecosm Conference Lake Tahoe, Sep 27-29 webevents.broadcast.com Highlights: You can scroll down the page and click on whichever session or speaker that looks interesting, although they all will look interesting to technology investors. My favorites: Steve Forbes, Opening night Introduction: He comments on the Fed and it's historical blunders related to current economic conditions; Clayton Christenson, author of "The Innovator's Dilemma"; Carver Mead, "A Deeper Way of Understanding"; Lots of thought provoking presentations and panel discussions. Bookmark the site, you can't take it all in on one visit or in one day. A

To: Wally Mastroly who wrote (8994)	9/30/1999 9:36:00 AM
From: Carl R.	Read Replies (1) \| Respond to of 15132

There could be some overstocking of inventories in 4th quarter 99. If so, that might cause higher production in 4th quarter - but perhaps lower production/orders in 1Q 2000...... True, it would lead to strong sales now, but weak sales after the first of the year. The market typically reacts to things about 3-6 months in advance, so the market should be reacting to what will happen early next year right about now. Maybe that is part of the reason for the correction. Cal