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

To: stomper who wrote (17907)	11/20/2000 8:50:53 AM
From: r.edwards	Read Replies (1) \| Respond to of 65232

I am barely awake,,what is PIV ...? eom

To: stomper who wrote (17907)	11/20/2000 8:57:56 AM
From: Voltaire	Respond to of 65232

Hi Stomper, I expect very little positive on P-4 because of all of it's detractors with their FUD are going to have to eat crow. Actually see INTC and RMBS falling in here as a result of impending FUD, but this will allow me to get my cost down further. Benchmarks tickle right brain people like me. Remember - there is only one Benchmark that matters in any kind of Technology - SALES & EARNINGS. The true adjudicators of P-4 and RMBS will be CPQ, DELL, IBM, GTW, HP etc and they love it. Can you imagine how RMBS's detractors that have been negative for years will be spinning this - NEGATIVE of course. One must see through such FUD in order to make money Yep, INTC is going with RMBS because they are altruistic and feel sorry for them and just want to throw several billion their way. Like I said, I am still on my grate snuggled up with my unwanted RMBS. vster