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To: Glenn D. Rudolph who wrote (94335)2/22/2000 9:54:00 AM
From: Robert Rose  Respond to of 164684
 
I don't think this article on Gilder has been posted yet:

fnews.yahoo.com



To: Glenn D. Rudolph who wrote (94335)2/22/2000 10:10:00 AM
From: Bearded One  Read Replies (2) | Respond to of 164684
 
Articles like this make me want to short Yahoo!

Yahoo seems to derive most of its revenue from advertising from companies like NextCard-- internet companies with unsustainable business models. Once those supporting companies fritter away their investor capital, Yahoo will suffer a decline. And what's best is that you don't have to pick which companies will fail-- you just have to figure out how they will do aggregately.

Thoughts?



To: Glenn D. Rudolph who wrote (94335)2/22/2000 12:26:00 PM
From: Mark Fowler  Read Replies (4) | Respond to of 164684
 
Texas Instruments (NYSE:TXN - news) rose $8 to $142 after it unveiled two new chips
that will make Internet access faster and allow wireless phones to run for weeks without
recharging. The new digital-signal processors (DSPs) are about 10 times faster than the
company's current processors. The new DSPs will allow customers like Nokia (NYSE:NOK -
news) and Motorola (NYSE:MOT - news) to develop phones that can access video from
the Internet. Texas Instruments' second chip is designed to increase the battery life of
wireless devices.

The new chips should help the company further boost market share. Currently, it controls
about 48% of the DSP market and its chips run two-thirds of the world's cell phones.

Nokia was up $6.25 to $196.75. Motorola gained $4.25 to $149.19.