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To: Johnny Canuck who wrote (24763)1/8/2000 12:47:00 PM
From: Gary Martin  Read Replies (1) | Respond to of 68438
 
Hello All,

Did anyone watch "Wall Street Week" last night? Did Abby Joseph Cohen continue her very bullish forecasting for 2000?

Thanks,

Gary



To: Johnny Canuck who wrote (24763)1/8/2000 5:45:00 PM
From: j g cordes  Respond to of 68438
 
The "story" with PCBM is that they are creating a payroll check cashing and possibly some debt business through a proprietary atm card process/s. Don't hold or quote me on this.. just typing without their info in front of me.

They should make money on each transaction while a portion of the employment pool benefits by not having to cash or deposit through a bank or checking account... checks get credited directly into an atm card. No robbery potential either... unless there evolves a new breed of pin bandits.

So why is this a good play? They've cut a deal with Mailboxes, or that's the story being bandied about. Its being implemented in Florida now, with I think I read 60%+ of the rest of the country able in the future. Its a great thing to have an electronic commerce idea with a physical location host that can quickly multiply your presense. It works for Mailboxes because they don't have to carry the risks of cash to do check cashing and expands their walk in trade.

Last, is that its dirt cheap because they keep putting off SEC filings and if I remember, its parent business is related to but not only what they are attempting to do.. ie they come from other roots.

But I'm taking the chance that its a typical problem of many companies trying to make the transition from small fry to big fly.

I also like putting a little money into that sector of business which deals with debt and not making bills on time.. etc. The market is roaring now, but a big burp in the economy could put a service like this on the map of extreme usefulness.



To: Johnny Canuck who wrote (24763)1/9/2000 1:34:00 PM
From: Johnny Canuck  Read Replies (2) | Respond to of 68438
 
Semiconductor industry earnings seen as strong

biz.yahoo.com

However, even with these limitations, most analysts are still expecting Intel to beat estimates. According to First Call/Thomson
Financial, the Intel consensus estimate is 63 cents a share, excluding any charges for its numerous acquisitions in recent months.

Intel archrival Advanced Micro Devices Inc. is also expected to fare well in the fourth quarter, with no problems in its manufacturing. The company could report a break-even fourth quarter or a slight profit, buoyed also by its new Athlon processors that have been exceeding expectations.

''Fourth quarter business conditions at AMD are outstanding,'' Erika Klauer, an analyst with Deutsche Banc Alex. Brown, said
in a recent report to clients. ''The company remains confident that they will achieve break-even results in the quarter.''

The communications sector is expected to be booming again, with possibly better-than-expected results from Texas Instruments Inc. (NYSE:TXN - news), the leader is digital signal processors (DSPs), which are used in cell phones and other communications devices.

In the consumer electronics arena, LSI Logic Corp. (NYSE:LSI - news) is expected to benefit from strong sales of satellite set-top boxes and DVD (digital video disk) players during the holiday shopping season, analysts said.

The following are consensus estimates for fourth quarter earnings, unless otherwise noted, of some major U.S. semiconductor
companies, as compiled by First Call.

COMPANY CONSENSUS REPORTING DATE

AMD loss $0.01 Jan. 19
Altera (NasdaqNM:ALTR - news) profit $0.30 Jan. 19
Broadcom (NasdaqNM:BRCM - news) profit $0.27 Jan. 18
Conexant(NasdaqNM:CNXT - news), Q1 profit $0.20 Jan. 19
Cypress Semi (NYSE:CY - news) profit $0.29 Jan. 25
Intel Corp. profit $0.63 Jan. 13
LSI Logic profit $0.43 Jan. 25
Texas Instruments profit $0.47 Jan. 25
Xilinx (NasdaqNM:XLNX - news) Q3 profit $0.19 Jan. 18
Vitesse (NasdaqNM:VTSS - news) Q1 profit $0.14 Jan. 10