Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: dwayanu who wrote (4512)	9/29/2000 4:32:18 PM
From: Sully-	Read Replies (1) \| Respond to of 65232

Hi dwayanu, I'm wondering myself how that is a positive...... Timna was delayed, problematic & already had the SDRAM change factored in to RMBS me thinks. On it's face, the decision to drop it appears mildly negative to me. The P4 announcement was not a delay per INTC.... I believe they never announced a ship date outside of 4th qtr 2000. Per CNET, unnamed sources at boxmakers called it a delay..... approx 3 week delay..... still must agree that the ship date is going to put a crimp on holiday sales, ergo, less royalties to RMBS. Considering how battered the NAZ was again..... down 105 points today, RMBS held up rather well on fairly low volume..... off $2 13/16. The market hates uncertainty. Did AAPL change our perception of where the world economy is headed? Looking at the economic data over the last couple of weeks, it sure seems that the economy is still expanding with no significant inflation. I do not see any hard landing.... I see continuing growth. Earnings warnings so far do not appear to be larger than in the past, particularly in tech sectors. Even INTC will show growth..... it will just be less than previous estimates..... in a period when they usually are flat to down. albeit slightly lower than YOY...... last yr was compared to fairly weak earnings growth YOY, so it will be hard to match even though growth remains robust overall IMO...... me thinks earnings growth this qtr will be strong overall in techland....... & my XOM ;-) FOMC will not be raising rates. I'll defer to JW's views on that as I fully concur. I think the FOMC may go to a neutral bias Tues. So why is the NAZ down? I'll have to defer to the psychology folks cuz I don't see any significant looming disasters. Me thinks that time capsules & the trumpet calls from the houses will usher in RR's bulls before the year is out. BWDIK Ö¿Ö Tim@oof.com

To: dwayanu who wrote (4512)	9/29/2000 4:59:20 PM
From: Voltaire	Read Replies (2) \| Respond to of 65232

Hi dwayanu, I'm sure you know a hell of a lot more about INTC and their chips than I but everything I read has lead this small right brain to deduce that as a result of RDRAM prices coming in line with SDRAM and no market for DDR, it's just less overhead production for INTC not to mention marketing. Thanks, V

To: dwayanu who wrote (4512)	9/29/2000 5:00:56 PM
From: Clappy	Respond to of 65232

Hi Dwayanu. Now, the words 'neutral bias' from the FOMC would be nice! <g> I'm not certain, but I think I remember the FOMC saying that they were doing away with issuing a bias opinion to the market. If I'm correct they stopped using it 1 or 2 meetings ago. The words I want to hear is "We believe we may have over-tightened and have decided to drop interest rates a 1/4 of a percentage point. Then Alan would smile at the camera and say, "Aw screw it...Let's drop it a entire 1/2 point!" :^) A guy can dream can't he? -ClapOff

To: dwayanu who wrote (4512)	9/29/2000 5:15:49 PM
From: Voltaire	Respond to of 65232

dwa, I think we are going to easily get a neutral bias statement. I am amazed how people are focusing on who has warned and the lack of depth to those warnings rather than looking at who has not warned. I realize it is not over but i feel great about OCT and Nov. Everyone saw yesterday how the market is dying to run then PANIC sets in. Oh well, I'll just have to keep buying more of this damn Silver Back Gorilla. Uncle Frank was a little perturbed because I kept saying Silver Lined Gorilla. ADD you know. LOL V