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Technology Stocks : WCOM -- Ignore unavailable to you. Want to Upgrade?

To: Jacob Snyder who wrote (6557)	5/2/2000 6:50:00 PM
From: B.G. Galbraith	Read Replies (3) \| Respond to of 11568

A glut in computer processing capacity? Not a chance. Do you have any idea how easy it is for software developers to increase the demands on a processor? Most software is now constrained by the capabilities of the below-average computer system to handle its demands. In the home field, in particular, games put by far the largest demands on system capability. For example, I have a $20 flight simulator program that indirectly caused me to upgrade my current system to nearly state-of-the-art. Cost $3500, all to support a $20 piece of software. The same kind of thing occurs in all commercial and scientific fields of computer usage. The mind of man will never let hardware get ahead of software. I think the same thing applies to telecom. BG

To: Jacob Snyder who wrote (6557)	5/2/2000 10:25:00 PM
From: el paradisio	Read Replies (1) \| Respond to of 11568

Jacob,good post.There is no comparison to At&T and WCOM. Like compare CPQ with SUNW or even DELL. AT&T is an old network,expesive to maintain.WCOM or Q or LVLT is a new one. I do not think,we can take away communication or internet away.Every company,like F or GE and others,they RELAY on communication and fast data transfer. Teleconferencing,accounting,connection with subdivisions and many others. Try to take it away and GE or F will lose their capacity very fast.What was already done by communication,you can't TAKE IT AWAY. We can only expand further,not go behind. WCOM is the winner and weaker AT&T means stronger WCOM. Take the financial statements and do the math. WCOM stock suffered today,only because of AT&T and sector weakness. Market is weak and further weakness is possible. Because of the market condition,I started to trade 10% of my large position in WCOM.I've sold yesterday at 46 and today,bought back 2% at close.I decided to play that 10% in/out using TA. Yesterday was a clear sell signal...Doji Star. Now we are siting on 20 EMA, 50 EMA is at 44 and at 48 is 200 EMA.Telecom sector is very weak. I will be "replenishing" another 8% but not now. BTW,I think,everyone knows that WCOM business is mostly in corporate users. el paradisio