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Technology Stocks : Wind River going up, up, up! -- Ignore unavailable to you. Want to Upgrade?

To: Allen Benn who wrote (8708)	10/25/2000 1:59:14 PM
From: Peter Church	Read Replies (2) \| Respond to of 10309

Thanks Allen, While I agree with you and appreciate highly your analyses of WIND, your statement about the slowdown in the economy being entirely caused by missteps of Central Bankers leaves me flat. The continuing bear market in gold testifies that inflation is not the issue. The slowdown in the telecommunications sector appears to be internal: too much investment in buying and building infrastructure or gadgets or companies beyond that which can be sold for a profit at this time. I think the recent extreme auction prices for 3G may be a turning point. Investment will need to slow down for a while so that new products can be digested. Recessions are not generally caused by Central Bankers who mostly react to market forces on their economies and currencies, but by inbalances in supply and distribution of capital. I think there is something deeper going on here. Thanks again for your commentary.

To: Allen Benn who wrote (8708)	10/26/2000 8:19:45 PM
From: noel berge	Read Replies (1) \| Respond to of 10309

Hi Al; REading your posts of late and, as usual, enjoying the quiet enthusiasm and quality of your insights. Question, you stated "The other economy finds itself at a singularity in the history of mankind. The convergence of two of the greatest revolutions ever to impact mankind takes the meaning of synergy to a new level. Either revolution, appliance computing or digital communications everywhere, individually has the potential to change everything we do in all walks of life. The convergence of both revolutions makes for possibilities that are simply beyond imagination. " Do you see any pure plays with the 'appliance computing or digital communications' areas that are worthy of looking into at this time? Thanks N