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

To: Voltaire who wrote (12033)	11/6/2000 10:20:01 PM
From: freeus	Read Replies (1) \| Respond to of 65232

Do you really plan on buying msft tomorrow? My son is in town back from Europe: played hookey and spent the day at "dog beach" with our three dogs. Beautiful day. Big blue sky, hardly anyone on the sand. Shoes off warm sand between my toes. The dogs loved it: his dog is used to the beach and has been there before but mine have not. They splashed in the water and even rode the waves. My golden retriever was a little shy of the waves but the black lab and his German shepherd/golden retriever loved them. I live inland and hardly ever go to the beach. It was a lovely day. Tomorrow will be odd on the market I think. Stocks: If I wanted to buy some intel or msft which is a better buy at the moment and less apt to fall? Not options, just a few shares. Freeus

To: Voltaire who wrote (12033)	11/7/2000 2:16:28 AM
From: vc21	Respond to of 65232

I'll bet you 10k Bush loses.

To: Voltaire who wrote (12033)	11/7/2000 3:42:39 AM
From: Noneyet	Read Replies (1) \| Respond to of 65232

I sincerely hope you are as wrong about bush winning as you have been with your market timing and stock picks this year. An unmitigated fact is that Clinton has been excellent for this country's economy. bush's father failed miserably in that department. For a closer look at the candidate bush go here. Message 14738820 C-loc

To: Voltaire who wrote (12033)	11/7/2000 7:29:11 AM
From: lindelgs	Read Replies (2) \| Respond to of 65232

Hope this isn't a duplicate... Kingston rebates to help spur Rambus memory demand By Jack Robertson Electronic Buyers' News (11/06/00, 04:10:48 PM EDT) FOUNTAIN VALLEY, Calif. -- Part of Intel Corp.'s pump-priming rebate program to spur Pentium 4 sales is being footed by some suppliers. Memory module maker Kingston Technologies Inc. here revealed it will underwrite a yet-to-be-specified rebate amount on all Direct Rambus in-line memory modules (RIMMs) that the firm ships to Tier 2 OEMs and resellers. Wai Szeto, vice-president of strategic business development for the Fountain Valley module maker, said Kingston is planning to invest $75 million of its own funds in Direct Rambus promotion, including the rebate program. "It is very important that this next generation memory technology is launched successfully. We want to do our part to establish Direct Rambus in the market," he said. Kingston has signed a three-year agreement with Intel to be the major supplier of Direct RDRAM RIMMs to all customers in the market, except for the prime Tier 1 PC OEMs. "Intel will supply RIMMs to the big PC firms, but Kingston is responsible for RIMM sales to all other market segments," he added. Kingston hasn't decided yet on the precise rebate that will be offered on each RIMM order. Intel initially is offering Tier 1 OEMs a $70 rebate on each Pentium 4 and Direct Rambus PC shipped. The Intel rebate drops to $65 in the first quarter 2001. Szeto said Kingston is now shipping initial production quantities of 64-megabyte RIMMs. The dual-channel Pentium 4 system uses two modules per system for a total 128-Mbyte memory size. As Kingston ramps up output, Szeto "guesses that the price for a pair of RIMMs in the 128-Mbyte memory will be about $180." He said Kingston will also build RIMMs for Toshiba under a separate program for assembling all the Japanese firm's memory modules. However, the Toshiba Rambus modules aren't part of Kingston's rebate offer, since they are supplied directly to the Japanese chip maker. Kingston is also shipping RIMMs to Intel as part of that firm's separate incentive program bundling Pentium 4 processors with Direct Rambus memory in a discounted combination sales package.

To: Voltaire who wrote (12033)	11/7/2000 9:16:39 AM
From: pinhi	Read Replies (1) \| Respond to of 65232

Just voted, extremely heavy turnout here in Florida. Think high turnout helps Bush-I think. Pinhi

To: Voltaire who wrote (12033)	11/7/2000 9:35:22 AM
From: Jim Willie CB	Read Replies (1) \| Respond to of 65232

Volt, I do NOT believe a big rally will occur following election regardless of who is elected far too much nervousness, skittishness, uncertainty the next Federal Reserve meeting is next week, Tues/Wedday concerns over whether the Fed changes its bias will dominate we have yet to see a rally the week prior to an FOMC meeting all year this market has an amazing tendency to FIND something to worry over plenty of fodder out there to fuel fears we move from Cisco to Election to FedMeeting I point to the outstanding Cisco report all the focus is on telecom customer slower orders and their lack of strength to pay bills despite raising forward guidance, CSCO sells off and takes the networkers and fibopts with it JNPR and EXTR seem to be winners here in wake and CIEN / jim