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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Proud_Infidel who wrote (34594)	3/19/2000 1:54:00 PM
From: rsie	Read Replies (1) \| Respond to of 70976

It will be interesting to watch the markets in hong kong and china over the next few days....I think other chinese will vote with their money about what to expect....rich

To: Proud_Infidel who wrote (34594)	3/19/2000 6:58:00 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 70976

"The growth of semiconductors is well beyond what anyone can imagine" siliconinvestor.com The last time James Glickenhaus of Glickenhaus & Co. appeared in this column, he was bullish on the companies that were building the Internet's infrastructure and were the "bricks and mortar" of the Internet. Well, little has changed. Glickenhaus is still bullish on the Internet infrastructure theme and he still favors the following names, which include: Micron Technology (MU 113 3/8), Intel (INTC 125), Altera (ALTR 86) and Texas Instruments (TXN 160). "These companies will provide the infrastructure for whatever this technological revolution will bring," he says. "The growth of semiconductors is well beyond what anyone can imagine. The use of these devices is beyond comprehension. There is more DRAM in a Ford Taurus than there was in the vehicle that went to the moon... I don't think people understand how big this market can actually become." Glickenhaus notes that semiconductors companies will enable third-generation cell phones with sporting events, stock quotes and Internet services. "The stocks of these semiconductor companies (as mentioned above), have made huge moves," he says, "the growth is still there and that is why I still like these companies." "I think analysts are wrong now and earnings will be well beyond what they think" Glickenhaus adds that all Internet companies will use semiconductors. "One hundred years ago, you would have wanted to own Standard Oil and U.S. Steel. Those are the companies that have built the last industrial revolution. The semiconductor companies are building the next industrial revolution. If you think that semiconductors are the infrastructure of the technological revolution, you want to own them and not be scared because of the level they are at. The use of semiconductors will continue to expand." ******************************* Buffet has stated in the past that he does not invest in tech companies because nobody can predict the durability of future earnings. If there was ever a segment which did not align with this statement, it is companies like AMAT in the equipment arena for the reasons noted above. He also claimed there was no value to tech companies I believe. Shutter up AMAT's entire business and see how far any company of the present could get. The need that AMAT supplies is a great value if there ever was one IMHO and if Buffet was to invest in tech, I believe this sector, or more importantly, this company, would be they type where he would park his money for the long-term. BK

To: Proud_Infidel who wrote (34594)	3/19/2000 7:59:00 PM
From: John Chen	Read Replies (1) \| Respond to of 70976

Brian,Richard:"Let's hope". How about dream. This is not the same 'CHINA' the historian studied. However pride and bright the Chinese are, the gov. always brainwashed them to be something different from what the people are capable of and should be. I'm not a believer in 'Jesus'/God. If there is one, I blame 'IT' on China's problem. It's so unreal. How can a beautiful country with smart people and with so many years of distinct culture/civilization, always so backward in Politic/Governing? (need to edit, I think the culture has been erased during one of those revolution) Is it BAD LUCK? Is it FATE? Why 'Taiwan' is so important to China's "leader" is beyond me. I wish they have better things to do. History said that 'Taiwan' is always given to some foreign country whenever China lost a war. So what is the deal of 'unification'. There are so many ways to show one is a pride country, on pure "bad luck" to Chinese, 'the power' never seemed to get the priority right. Worst, it always picked 'WAR'. Chinese history always had war, it used to be 'this kingdom' beats the shit out of the 'other kingdom' and you know who suffered. Chinese in China want "unification", 'brainwashed'? Chinese in Hong Kong will support "unification", well, is there a choice? Some oversea Chinese may verbally support 'China' and I don't give much to those words until they are ready to move back to China. Oddly, for China's sake, it's better to have Taiwan on her own. Maybe, just maybe China will prosper much faster as demanded by the people due to competition/comparision. (edit-2, 'demand by ... people', now that's new) The gov' has been hiding behind this 'unification', too long and too successful in getting the priority right. Here are the goals/plans the China should have: 1. Give Taiwan 1 week to decide if they want to be part of China. Anyone from Taiwan who wants to go back to China should do it now before China close the border. 2. After that, Taiwan is on her own and strict immigration law prohibit 'Taiwanees' to go back to China as Chinese. Just like American or any other country in the world who wants to be Chinese. 3. No Chinese will risk their lives to be smuggled to foreign countries. 4. Millions of forigner lined up to apply for immigration to China (like U.S.A), annually. 5. Annual debate on renewing 'most favorite nation' status to the "undeserving" U.S.A or any other such country. 6. Increase patrol on neighboring borders to stop illegal entries to China. It would be great if China has these goals/plans. Looked at the Taiwanese after election. They just don't play it fair in politics. It's in the gene and American's Bio-tech.com should patent it. God(?) bless China.