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To: IQBAL LATIF who wrote (30947)3/20/2000 11:00:00 PM
From: IQBAL LATIF  Read Replies (1) | Respond to of 50167
 
Nearly a week or two we discussed the explosive formation of SPX the cash S&P, we were much lower than, now lets revisit that chart..

clearstation.com

I see that 1360 is a central line of this chart, with 1240 at its lower limit and 1360 at its higher limit, since April of 99 we have traded between these two levels,nearly seven bottoms and 11 peaks, one lower bottom in Oct 99 and one great peak in Dec 99-Jan 2000, here we are at critical point witha huge bias towards break out if we do we can move very quick up with a target of 180-200 points from 1460 so you are looking at 1640-1680 area, if wefail here fall from a plateau is the worst, our objective if we take out 1360 on two cloisng basis should be 1020 to 1050, that is the kind of move i antiicpate here, oneo f those big ones, if we are on the right side of the move we will alright if not we will suffer, these broad key points help me a lot, very simple a birds eye view that I like to share, these are objectives that have been the hall mark of my over all strategy, think global think with a big view.. regards and love to all..thanks Ike



To: IQBAL LATIF who wrote (30947)3/20/2000 11:06:00 PM
From: IQBAL LATIF  Read Replies (1) | Respond to of 50167
 
INTC?? Forbes.....
Why would Intel, a company that makes processors for computers, even care about such things, let alone pay several hundred thousand dollars to put on a conference about them? (The Santa Clara, Calif. company didn't charge a fee to attend the event, held at the Hyatt Regency hotel.)

Here's why: The computer industry is moving away from the PC and toward smaller devices like smart phones and PDAs, which people will increasingly use to access the Internet. Already, some 90% of all computer chips are embedded in devices such as phones and toasters. And ultimately, many of these chips--in cars, home appliances and even people themselves (using network-connected eyeglasses or other wearable or implantable devices)--will be connected to the Net.

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Intel already knows the general shape of its future: It's been positioning itself as the company that will provide the building blocks for future computing.
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That means companies like Intel must evolve or risk being left in the dust of the twentieth century, when the PC ruled and all the company had to do was crank out faster and faster chips. And what better way to set a new direction than to ask the people who are paving the road--researchers from places like Columbia, MIT, Xerox PARC and SRI International, as well as the top minds from industry leaders such as International Business Machines (nyse: IBM) and Microsoft (nasdaq: MSFT).

To help harvest ideas at the conference, Intel set a networked notebook computer in front of every attendee to offer comments and suggestions in real-time as speakers gave presentations.

Intel already knows the general shape of its future: It's been positioning itself as the company that will provide the building blocks for future computing, and that translates into networking and communications. In recent months, the company has acquired a boatload of smaller companies, all of whom are involved in some form of networking, either in software or chips.

It's likely in the future that Intel will no longer be a straightforward chipmaker, but rather a hybrid company making software as well as hardware. A hint of that came at this week's event, where Intel demonstrated speech-recognition software being developed at its research center in Beijing. "We're working on a software engine that eventually might go into hardware," said Robert Yung, the 36-year-old director of the Chinese center.



To: IQBAL LATIF who wrote (30947)4/20/2001 3:14:16 AM
From: IQBAL LATIF  Read Replies (1) | Respond to of 50167
 
Read this about old economy and new economy? AG was raising rates in Feb of 2000, it was hurting DOW a big and pundits were bidding Tech higher as being insulated from the interest rate hike, I said bs, new economy valuation models will be hurt the most, go into old economy that was my preamble for famous DOW positioning at 9600 In Feb..

<<WE did test 1491-92 area and went below that interim support of 1482 to close at 1477 at one time we were as low as 1469-70, much above key pivotal 1462-65 support on SPM, I think market has built in two hikes not one, so one hike today may cause a little volatility but nothing more, asset deflation target is moving along alright for AG, his earlier hikes were hitting the old economy far more severely than the pockets where new inflation infested wealth was churning out at full speed, now that some order is in place and he would look at this closing gap betweenthe old and new economy valuations he would intelligent enough a man to prod the move in the right direction, close this divergence and this lop sided relationship between market captilisation and earnings would disappear, to be more specific we have 489 bn $ say 500 bn $ earnings for a total market cap of 12.8 trillion$. Out of this market cap of 12.8trillion $ 4 trillion makes nothing but promises the other 8.8trillion$ carries the entire weight of the market with its earnings. However, that sector sells at a huge discount and the one that
promises rose gardens to make money from the 'money making segment' of the market sells at premium of 200 times 2001 earnings.

Now that is rich asumption by any standards,firstly when AG rises rates it is the earning making sector that is hit the hardest but it is short-termism at its best the argument that new economy would not suffer as they don't have debt is nothing but non-sense, after all all these new economy companies future incomes stream are discounted to present, with interest rates rising that takes a huge tool on their vlauations, far bigger than interest rate hike cost on old economy debt. The second reason that new economy cannot survive without old economy is based on new economy cash flow so much dpenedent on the good health of old economy, after the credentials of any new 100 billion $ company floated overnight are only one it has either list of Fortune 500 clients or hastechnology to sell them, so go KM with your children money abnd buy Outo f the monies for these speculative stocks once they close above the 13 days MA twice on NDX, be late but don't be sorry, MY kids retirment funds deserve a little deeper thinking than noise of the web OR SI FOR THAT MATTER, yes we don't make a 100 in overnight but we don't loose it either on weeks like now, be in the new economy with your speculative money and in the old economy like IBM MSFT TXN LSI LRCX AMAT csco emc AND OTHERS I HAVE HIGHLIGHTED MANY TIMES BEFORE WITH YOUR REAL MONEY IN LONG TERM I THINK I WILL DO ALRIGHT..>>
Message #30947 from IQBAL LATIF at Mar 20, 2000 10:45 PM