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Strategies & Market Trends : Steve's Channelling Thread -- Ignore unavailable to you. Want to Upgrade?


To: Zeev Hed who wrote (11562)2/22/2001 4:50:12 PM
From: mishedlo  Read Replies (1) | Respond to of 30051
 
Zeev, can you repeat your bottom for the DOW for us?

Do you sense rotation out of the DOW into tech or they both go more or less in unison?

Thanks.



To: Zeev Hed who wrote (11562)2/22/2001 4:51:56 PM
From: Bosco  Read Replies (1) | Respond to of 30051
 
HI Zeev - today Naz has the tics and vol to show. That real problem is this rotational firing squad :). After shooting the networkers, now the storage folks. When are they gonna run out of sectors? And will they ratchet down for a few more rounds

best, Bosco



To: Zeev Hed who wrote (11562)2/22/2001 5:29:05 PM
From: Jdaasoc  Read Replies (1) | Respond to of 30051
 
Zeev:
just a mother board and memory, $550 is blody cheap, I thought that the processor itself might be few hundred dollars, and how about that very expensive RDRAM? (g).

$550 is just the is just the processor -- 1.4 GHz not Mhz I have to get used to GHz now -- and 128 MB RDRAM. For comparison purposes, the flagship CPU from AMD, an Athlon 1.2 GHz 266 MHz FSB, is approximately $300. SDRAM is $50-60 for 128 Mb. Let you know in a couple of days if INTC is just hosed or really hosed.

john