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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Frank Ellis Morris who wrote (99299)	2/16/2000 7:03:00 PM
From: Amy J	Read Replies (1) \| Respond to of 186894

Hi Frank, RE: "Allen Greenspan" I heard (but haven't confirmed) that Greenspan has his entire portfolio in t-bills. RE: "All you need to do is look at your portfolio and ask yourself if you want it to be left at the hands of this party and Fed chairman for another four years" Because I invest in INTC (especially during the dips), my portfolio has done well (one account 50% increase since December due to INTC). I can sleep better at night knowing the majority is in INTC (aka Switzerland). The B2C Internuts are out of favor right now (B2B is still in): I've heard it now takes about a whopping $100MM to do decent consumer marketing for any extremely serious B2C startup. Glad I'm not involved in consumer marketing (I'd prefer to spend money on innovations rather than brainwashing). This figure seems to coincide with MS's recent announcement regarding their intentions to spend $150MM on consumer marketing for MSN. Really bloated market. I just heard about a $500MM investment into a startup (that would be the largest I believe) - forgot which company. It was only last year that a startup received (what I think was) the industry's first $100MM as "startup" funds. Geez. I think the average VC deal (about 5 years ago) was around 3MM, now it's up to about 12MM (I think last year it was about $10MM). That's 4Xs more in 5 years it seems. There were only ~ 350 companies which got funded last quarter (I had read; I actually think there were more because I know how many startups one large payroll firm had signed up on Jan 1st). Too much cash chasing too few deals. Too hot of a market. Seems to me cash supply should tighten up a bit and the quality of startups needs to improve back to the 1992-1994 levels (i.e. where startups actually brought in profits). I heard someone at a famous investment firm was quoted in a book (something like), put cat food out on the back porch and if it gets eaten, it's good enough. Yikes. Amy J

To: Frank Ellis Morris who wrote (99299)	2/16/2000 7:13:00 PM
From: Jim McMannis	Respond to of 186894

Frank, RE:"OTOT: There is a Cancer in our Markets, The Fed and the present Political Party"... What are you worried about? If all your stocks go down the drain, Clinton sez he'll feel your pain and put a little something in your pic' a nic' basket. You'll be fine. <G> Jim PS...I know what you mean...business cycles come and go. As far as OPEC...I think I addressed that on the Microsoft thread... Jim

To: Frank Ellis Morris who wrote (99299)	2/16/2000 7:29:00 PM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

Frank, I couldn't disagree more. Greenspan is just doing his job watching out for inflationary signs and raising rates when necessary. Don't you remember the double digit inflation rates of the 70's, and the crummy stock market for 20 years? That's what he's trying to prevent. The stock market has had the biggest bull run ever with Greenspan in office. If you want to see a huge drop, wait until he leaves. I think he is the most attentive to his job, and the most intelligent person serving us today, bar none. Finally, Greenspan always recognizes in his talks that productivity gains due to technology are what are responsible for prevention of tight labor markets wage inflation, his biggest fear. I noticed you have quite a few tech stocks in your portfolio. He might just have something to do with the overwhelming respect for technology that there is today, and your stock prices too. I know, the medicine may not taste very good when he has to raise rates, but the alternative could be death of the bull market as we know it. I've written my feelings about Greenspan in here before, and don't want to get into it any further on the Intel thread. There must be another place. Tony

To: Frank Ellis Morris who wrote (99299)	2/16/2000 7:48:00 PM
From: Saturn V	Respond to of 186894

Frank < There is a Cancer in our Markets, The Fed and the present Political Party > If you wander over to the Michael Burke Thread, you will find lots of folks there also hates Greenspan with a passion, but for the exact opposite set of reasons. They blame Alan Greenspan for the " asset inflation , and the stock market bubble ", due to excessive liquidity. Interesting how diametrically opposed your views are from Michael Burke. Most people are in the middle, and credit AG for the good times.