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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Zeev Hed who wrote (79669)	4/15/2000 9:31:00 PM
From: Skeeter Bug	Read Replies (1) \| Respond to of 132070

zeev, i have learned, and learned well, that information doesn't make one wealthy in the stock market. some of the most uninformed folks who couldn't connect dots together have gotten stunningly rich. the proverbial monkey with a buy button in 1990 has beaten the socks off all fund managers. i'd even say that some of the biggest spreaders of ignorati have the best returns b/c they are in tune with the current group think (or trend). some of that nonsense was cleansed last week. more needs to be cleansed. however, it is entirely frustrating to see folks espouse such sheer nonsense for so long. not so much rmbs, though it would be nice to actually see a positive result before adding billions to market caps. the net is much more obvious. from its inception, it has been entirely obvious that more consumer information is bad for business (good for consumer!), yet NOBODY ever hyped this FACT. instead, they hyped low cost of business MYTHS. this is true in light of the fact one can get free long distance, free net service, books at 70% discounts w/ free shipping, $20 off at drugemporium.com w/ free shipping, etc. ughhh. i do know that dram costs fall due to one main reason - increased output. rmbs' big bogey is to have millions pay outrageous prices for little to no practical performance improvement in order to ramp rmbs so it can compete with sdram volume (this IS critical). add the fact that pc revenues are flat or dropping and that particular rabbit seems to stick inside the hat. btw, be very careful about intel and "business objectives." sounds nice. powerful company always get their way, right? wrong. intel has fallen flat on its face so many times as to be funny. they have also done a lot of things right. but, not everything. 1. they are getting killed by amd in MANY segments - the high end for the first time in HISTORY! 2. their recent performance chip can't meet demand - yield and packaging problems. 3. they screwed customers when they tried to get away from the piii 500 but couldn't ramp its replacement. 4. they screwed up rmbs once already. there truly is competition for intel and if it comes down to intel losing business to amd or rmbs getting dropped to the curb like a cigarette butt, i think you know what will happen. but, alas, this is what makes a market. i just hope for a rational market again. another two weeks like this past one and we'll be very close... ;)