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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?


To: hueyone who wrote (21439)3/26/2000 7:15:00 PM
From: chaz  Read Replies (1) | Respond to of 54805
 
Thank you, Huey, for the Barron's article's full text..a courtesy to those of us without a subscription. Moral suasion is certainly working, many of the houses have thghtened their margin requirements on individual issues, and some have declared many stocks simply no longer marginable at all. I have noted this in my own account at Datek since mid February.

Since I'm a proponent of responsible margin use, an investing tool in my view, any change in the present 50% equity rules would both hurt and help me. Does anyone know, are the fund permitted to use margin? If so, do they and to what extent. The question is not idle.

In the whole market, funds control the bulk of the money, and if (tighter margin requirements) dry up their source of investing (borrowed) capital, I cannot believe it would not drive prices down, at least in the short term. I also believe, after the initial shock passes, we'd return to much of what we have now, but perhaps at a slower pace.

Other views?

Chaz



To: hueyone who wrote (21439)3/26/2000 8:39:00 PM
From: the hube  Read Replies (3) | Respond to of 54805
 
Is WIND developing a lock on the voice over IP Telephony area?

My understanding is that three of the largest players are Nortel, Lucent and Mitel. I also think that all three use VxWorks as the rtos for their VOIP products.

Mitel has the following opening mitel.com

We're currently adding hardware and software developers to the talented new R&D team that is quickly putting Mitel at the forefront of voice over IP and data networking for Mitel's next generation technology.
Already the first in the industry to bring feature-rich voice communications to the Windows NT environment, we're now moving forward with development of "no compromise" IPBX offerings that promise to set the standard for all others. It's quite simply one of the hottest areas of technology today, and you can be part of it!

As a Software Developer with the Convergent Platforms group you will be part of the development of System software for a new generation of Mitel's converged products. System software provides the infrastructure for Mitel's products including: hardware abstraction, operating system abstraction, device drivers and service providers for shared system resources (e.g. HDLC), resource co-ordination, connection co-ordination, system discovery and start-up co-ordination. You will be part of a team that provides opportunities to work at multiple software layers within the system.

Qualifications
Bachelor's degree in computer science/engineering or equivalent with a minimum of 5 years in the design and implementation of embedded software.

Knowledge in the following areas is essential:
Real-time multi-tasking software design C/C++
Knowledge in any of the following areas would be beneficial:
Tornado/VxWorks
Data Networking Protocols (e.g. TCP, IP)
Telecommunications Protocols (e.g. HDLC, ISDN, DPNSS)
Object-Oriented design
Rational Rose
Device drivers
Motorola processors: 360, 860, 8260
TDM Switching devices/busses


Nortel is looking for numerous people with VxWorks experience, many of them in the VOIP area, See, eg nortelnetworks.com
type in VxWorks

Lucent and WIND have a joint development effort in the area windriver.com

Who else is a player?
I'm sure CSCO either is, or soon will be. My guess is that they will make it a part of their NetWorks program, for which WIND is the reference platform.

Another example of a soon to be exploding area which will provide run time royalties for WIND.