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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?


To: Catcher who wrote (3167)9/22/2000 6:23:07 PM
From: Dealer  Respond to of 65232
 
Thanks Catcher! This porch would not be what it is with out everyone of you.

We appreciate every post you place, that is a big part of the success the porch is having. If we can all continue to work together we can really build something here. By building the porch hopefully we can all build our portfolios.

Looking forward to the coming months.

Again thanks for your comments. They are appreciated. Voltaire takes a lotta hits but like he said it is worth it because we got a lot of good active porchers and lurkers. Good friends like the porchers ya can't buy with all the money in the world. We are so blessed.

Thanks for being here.

dealie ♥



To: Catcher who wrote (3167)9/22/2000 7:25:13 PM
From: Jim Willie CB  Read Replies (1) | Respond to of 65232
 
CatchMan, the PC area is the onliest tech sector with serious maturity
well, old circuit switched telephone carriers are also antiquated

I personally keep an ear to the ground for initial rumblings of pain coming from Cisco's land
but from all I hear, their core network business is strong in providing equipment linking webservers
sure, Juniper and even Extreme are eating away at their core
even their heavy investment in yesterday's fiberoptic (SONET) will keep them humming for another year or two

Texas Instruments just issued a statement after market that indicates strong earnings are revenues
this is key for its timing
TI is central to semiconductors, but outside PC
they are a monster in communications sector
this should enable repair of the nonPC chip areas

I believe Microsoft will not impress the market with their next earnings report
Millenium is doing ok, but not on fire
their monopoly is losing its lustre in PCdom

Dell could say anything here, dont matter
Intel and Micron have damaged this PC sector

Oracle already announced great earnings
perhaps a sinister spinster could create a soso story

Motorola is left, Apple too, not to mention IBM, HP

I seriously doubt we have any more bolts of negative thunder
but I am wrong a lot
one thing for sure
I am a jackass
about the only thing that hardly ever changes

/ Jim