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To: john douglas who wrote (130393)	3/19/2001 2:38:39 PM
From: maui_dude	Respond to of 186894

Article : IBM recovering from Sun blindness at yahoofin.cnet.com The part relevant to Intel : Intel servers rise within IBM Technology sharing also has boosted IBM's Intel server line. "When we first came here, the Intel servers were big desktops. These are now small mainframes," said John Callies, general manager of IBM eServer appliances. The earlier attitude to Intel servers at IBM was derisive, Callies said. Now, with advances such as 16-CPU Intel servers based on IBM's Summit supporting chips, "We're not a joke anymore." But the Intel server business has been hampered by the numerous delays of Itanium, the first in Intel's line of more powerful 64-bit CPUs that the chipmaker hopes will displace competing CPUs from Sun, Compaq, SGI, HP and IBM. "I'm disappointed that the benefits are going to come 24 months after we originally anticipated," Callies said. Things should improve with the arrival of McKinley, Intel's second-generation 64-bit CPU. "You're going to see a completely different definition of what Intel servers are," Callies said. Maui.

To: john douglas who wrote (130393)	3/19/2001 3:05:51 PM
From: Jim McMannis	Respond to of 186894

John, RE:"First, if the Fed is listening, perhaps Kumar's opinion that "technology has entered a global recession" will shake them up a little" The Fed doesn't need a gnat like Kumar for direction. The FED started to ease agressively in January. Technically, that should signal the bear is over except that there is so much fear and such an overvaluation in stocks that the stock market continues to deflate. So apparently, despite AG, they are just going to deflate. Probably over deflate, until the big picture becomes clear... Jim

To: john douglas who wrote (130393)	3/20/2001 4:32:40 AM
From: Amy J	Respond to of 186894

Hi John, RE: "Maybe the body language today was this would be a good time for weak holders to book their losses, and strong buyers to go bottom fishing. All thoughts welcome." Probably, ST lousy (lower as E adjusts in P/E) and LT excellent buy price (if you can tolerate the ST swings of a lower price). Regards, Amy J

To: john douglas who wrote (130393)	3/20/2001 5:01:51 AM
From: Amy J	Respond to of 186894

Message 15530082 From: Shoibal Datta "Big money does not have the luxury of a common investor's time horizon. They are forced to measure themselves against monthly and quarterly metrics. This may not be the attitude of all big money fund managers, but certainly enough of them to matter. Can they justify holding a bunch of semis on their balance sheets if the semis are going to have a lousy quarter? Does the typical mutual fund investor know the intricacies of the semi cycle to know that it is the smart thing to do?"