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Pastimes : Clown-Free Zone... sorry, no clowns allowed -- Ignore unavailable to you. Want to Upgrade?

To: UnBelievable who wrote (13991)	8/26/2000 6:59:14 PM
From: chic_hearne	Respond to of 436258

Did any of you catch this out of Friday's Rap? "The sticker price on the Chrysler Neon is up about 50 percent since we bought ours in 1995. Ours, all in including taxes, shipping, upgrades, financing, etc., was around C$13,000. STICKER is now C$20,000. But, that's just one model, right? Except that nothing has really gone in underneath it. . .so this is basically what you need to spend to have wheels. So, you either spend this, or a lot more for an SUV. And car prices are supposed to have gone down? For who?" I think this is an error by Fleck to assume this shows inflation here in the US. I don't have a five year chart of the Canadian Dollar v. the US Dollar, but it seems to me a US Dollar buys a lot more Canadian Dollars today than it did 5 years ago, which would explain why the price of the Neon has gone up so much in Canada. Given the monster trade deficit the US has, you can see exactly what kind of impact there will be on US prices should the US dollar collapse like the Canadian dollar has the past few years.

To: UnBelievable who wrote (13991)	8/26/2000 7:10:47 PM
From: chic_hearne	Respond to of 436258

Re: There did not seem to be any adverse reaction to INTC announcement of the increased size of the P4's. I saw similar comments to those you posted here about it significantly reducing their capacity. Were there other offsetting announcement that made up for this negative or is the market just choosing to ignore the fact? Look at Intel earnings for the past 3 years, then look at a 3 year chart of their stock price. I have no idea what moves this stock, I don't think anyone does. Their prospects continue to look more dismal than just one week ago before the Intel developer forum. It seems like they can't do anything right. Do these types of changes auger well for AMAT and other suppliers to the chipmakers? All of Intel's fabs are Al based right now. Starting mid next year they will be converting to Cu, which will require a ton of new equipment. I have no idea how much of this has already been booked or not. it is not clear that outside of chips the semi's really understand cycles. Except when it is explained to them by some confused analyst. <g> Ain't that the truth. Is there any basis in technology for JNPR's 2000 + PE. It makes CSCO look like a bargain. I don't know much about JNPR, but I believe they are taking marketshare from Cisco, which might be the reason for the $50 billion market cap. Networking is a hot sector, which attracts a lot of ClownBux. That's my best guess. And what about PWER? Don't know who they are. I would be interested in your perspective as someone working in the industry. Is some hype more equal than other hype? In this mania, I guess? Excuse me if I sound a little cynical, but nothing seems to make much sense in this mania. The truth doesn't matter, only the percieved truth seems to matter.

To: UnBelievable who wrote (13991)	8/26/2000 11:46:41 PM
From: 10K a day	Read Replies (3) \| Respond to of 436258

Just from a perfect world scenario. I think if people could afford it they would move to a 64 Bit Architecture. (Today) The technology is there. It's just too expensive. I think it's going to be huge. Moving along Huge. Infrastructure out the ying-yang. Routers out the ying yang. technology speed out the ying yang. there will be huge losers and huge winners. it's going to be interesting. Bandwidth is going to happen someday. It's happening. I wish the garbage (nut stocks) would hurry up and die. I think Amazon type plays just confused the heck out of people. I think Amazon should be a sacrificial Lamb. Take the dude out and shoot it just to prove a point. I think AOL is in trouble long term in spite of what people say. I think the world will someday move beyond AOL but this may be 3-5 years down the road....Someday i won't have to pay 400 dollars (a month)for this DAMN ISDN. Someday. A.T.and T will charge for bandwidth. Someday....Someday the Whole World will be Gooey and Scaleable. Man...I cannot believe how many people hate Microsoft. LOL

To: UnBelievable who wrote (13991)	8/27/2000 8:48:32 AM
From: flatsville	Respond to of 436258

Re: PWER >>>And what about PWER? My understanding is that they provide power supplies for telecommunications equipment and some computers. Is there any significant difference between their bricks and those available from any of the 50 or so lesser known suppliers? It seems that while the market has recognized (a least relative to prior valuations) a retrenchment in the telco's and computer markets. PWER seems to be ready to test 52 week highs. Pretty heady stuff for a supplier of a supplier of what I understand to be a fairly commodity like passive component maker.<< As you may know Power One was a Gilder pick. What's driving it up and now related companies are articles like the one below. If you know the tics on any of those 50 or so lesser known suppliers please post. We can throw darts at a list and make a million. (NG) Just pull the charts for IRF, SYXI and AMSC mentioned in the article below. Profit Opportunity of the Future: Power Semiconductors By Michael Murphy Editor, Technology Investing August 25, 2000 One of the consequences of the Information Revolution we are witnessing is that it's driving unprecedented demand for electricity. More than half of the growth in U.S. electric consumption now comes from Information Technology, for example, while the Internet alone consumes almost 10 percent of total U.S. electricity. That means that as Internet traffic continues to double every 100 days and the number of PC users worldwide explodes from 435 million or so today to 2.5 billion in the next few years, the demand for electricity is going to skyrocket. And power semiconductors, which offer a more reliable power source, are going to take center stage for investors in the months ahead. Most semiconductors are designed to run on 5 volts, 3.3 volts, 1.5 volts or less of direct current (DC). When you plug your PC into the wall, the first thing that 110 volts of alternating current (AC) runs into is a power supply that converts AC to DC, probably generating a lot of heat and kicking on a fan in the process. Power semiconductors are designed to receive, process and switch hundreds or thousands of volts. They refine electricity from generators, batteries or wall outlets into a more usable form, cleaning up the dips and spikes and providing a more reliable power source that won't be subject to shortages. While the computing world has coped with the AC/DC conversion by running an AC line to every PC or server, the telecom world settled on the AT&T standard of 48 volts DC. Now that computing and communications are merging into the same box, the need for power semiconductors is exploding. Coping with high power (or more voltage) requires a different technology. Most power semiconductors are based on Metal Oxide Semiconductor Field Effect Transistors (MOSFETs) that won't melt in the presence of medium to high voltage. A newer technology, insulated gate bipolar transistors (IGBTs), provides power conversion to a broader range of applications. I used IGBTs in the controller of my Bonneville Land Speed Record electric car. I ran 336 volts (28 auto batteries) into the controller, which cleaned the power and distributed it to four 8" electric motors, 84 volts per motor. After our record run my crew claimed that IGBTs stands for "Insanely Great Bits." Clean power is an important, fast-growing niche in the semiconductor business. Not only do semiconductor production lines, biotech labs and high-speed communications systems use this technology (for obvious reasons, they can't afford even a split-second power shortage), but I use it in my office to keep our phone system always up and running. As we rely more and more on technology and computing in our daily lives, the demand for power semiconductors will continue to accelerate at a rapid pace. The two leading chip companies are International Rectifier and IXYS. In addition, some of the superconductor companies like American Superconductor have technologies for data transmission and uninterruptible power systems. I haven't advised my Technology Investing readers to buy any of these stocks just yet, because none of them currently meet my proprietary Great Growth Flow investing criteria. However, I am closely following this very important area, and we plan to get in on the action as soon as the time is right and a leader emerges. To make sure you don't miss the news when I pull the buy trigger on one of these top power semiconductor stocks, accept this no-risk trial offer to Technology Investing today. When you do, you'll gain immediate access to all of my current tech stock recommendations…plus, you'll always be among the first to know--and profit--when exciting new technologies and biotech breakthroughs emerge. Don't miss out! Join today.

To: UnBelievable who wrote (13991)	8/27/2000 9:30:07 AM
From: flatsville	Respond to of 436258

This may help explain it as well: Message 14218217 Message 14227603