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To: Bernard Levy who wrote (9368)	11/29/2000 1:04:24 PM
From: TimF	Respond to of 12823

OT If Intel overcomes early Pentium IV production issues, I expect that 18 to 24 months from now AMD will be on the ropes (the usual cycle of the INTC-AMD competition). It's certainly possible but AMD is now a different company then it was in the past. It now has chips (Athlons and later Clawhammer's and Slegehammers) that are not slow low end chips (K6s) or copies of Intel's chips (AMD286s, 386s and 486s). I agree with you that this is probably just a "garden variety bear market", but recovery from some of those can take awhile. Tim

To: Bernard Levy who wrote (9368)	11/29/2000 1:07:56 PM
From: MikeM54321	Read Replies (2) \| Respond to of 12823

Bernard and/or Any Fixed Broadband Wireless Fans- Do you have any back of the envelope analysis of Teligent(sym:TGNT)? Earlier this year you could have bought them for $100/share. Today you could get it for $2/share. What is this saying about fixed wireless rollouts? Anything or just market hysteria? Thanks. -MikeM(From Florida)

To: Bernard Levy who wrote (9368)	11/29/2000 3:33:58 PM
From: Raymond Duray	Read Replies (1) \| Respond to of 12823

Hi Bernard, Thanks for the bull case. I feel better now. :) You do make some good points, and I don't want to dispute them. Undoubtedly you are correct about the P-IV being vital to streaming video. I would suggest that I get streaming video out of my NTSC TV for a whole lot lower cost today, though with less possible variety. :) I see an elite user class to be interested in individual streaming videos. For the bulk of eyeballs, a broadcast solution at a much lower cost is probably a vastly bigger market. To me this is just a garden variety bear market engineered by the Fed's rate increases. I'd like to believe this myself. And looking at the national economy in aggregate, I do agree. But I'm seeing the demise of the comms sector to be more akin to what we witnessed in the late '60's- early '70's with the meltdown of the Nifty Fifty. A lot of them never came back, and others took over a decade to make their shareholders whole. I would venture that almost 70% of the Nasdaq market weight represents companies that did not exist in 87. I agree, and it could be an even higher percentage. This ought to be a red flag for the LTB&H investor. My sense of the rate of change in technologies leapfrogging previous iterations is that it is accelerating. I look at an organization like Atiq Raza's Raza Foundries as a threat to the retail investor in the public market. What we end up with is the public markets becoming an "exit strategy" for the smartest of the engineering companies, a dumping ground for rapidly obsoleting technologies of yesterday. Not a pretty place to be if you aren't completely on top of the future. And who among retail investors can be? Best, Ray