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Politics : Idea Of The Day -- Ignore unavailable to you. Want to Upgrade?

To: IQBAL LATIF who wrote (37353)	3/20/2001 7:35:20 AM
From: The IB Dude	Respond to of 50167

Great conspiracy theory.Is all this selling of .coms, Yhoo and Sun a plot hatched by Gates and Ballmer! (I would expect from FOMC a 1% cut instead of .5% or .75%.) Rehashed from Forbes.. <<How Bill Gates and Steve of MSFT couldn't have planned it better! I think they wanted to buy Yahoo worth $96 billon last year this time and Microsoft's $24 billion bank balance--a huge cache by any measure--was rendered strategically impotent today Yahoo total captilisation is $7 billion, not only MSFT can buy it but can add few others also to it shopping list, this how they did it!! May be according to street rumors carried by Forbes, Microsoft decided to start a war of attrition against internet that brought Yahoo! worth $96 billion, Sun Microsystems worth $150 billion, and America Online worth more than $200 billion to fraction of their values today. Steve Ballmer began trashing Net stocks in his public appearances. Microsoft yanked most its corporate advertising from the Web. The last was especially suspicious: Microsoft had its own portal--MSN--to support and was keen to prove its "Net-worthiness" to skeptics. So, why would Microsoft discredit the Net in word and deed and risk looking old economy or hypocritical? Microsoft was suddenly impotent in other ways--and not just from its smackdown by the Clinton Administration's Department of Justice, either. Between 1995 and 2000 Microsoft, like all older companies, suffered a brain drain. Young talent was migrating to the dot-com world. This loss was particularly galling to Bill Gates, who prides himself on his ability to recruit the best and brightest. (Gates once told in the early 1990s, that Goldman Sachs was his chief competitor. Huh? I asked. "Sure," Gates said "We compete in the same IQ pool as the top investment banks.") Losing talent and watching cash decline in relative terms, it's my guess that Gates and Ballmer decided enough was enough--it's time to go to war against these troublesome dot-coms. But rather than launching a direct attack--a political and public relations nonstarter since the DOJ was breathing down its neck--the company stealthily set out to wreck competitors' currency. Classic! Brilliant! And totally expected, hatched as it was from the minds of those two 800-math-SAT-scoring chess masters from Redmond. Ballmer is out the next day trashing Net valuations. And back home, Gates gets the word to the Microsoft ad department to stop all of its corporate advertising online for the remainder of 2000. Gates knows such Microsoft cooling on the Web would give license to chief executives around the world to cut their Web advertising, too. (Gee, if the brilliant Gates is doing it...) And that's precisely what happens. This Microsoft strategy--and it's only a speculation--came to fruition last week when Yahoo! shocked Wall Street with sales figures 25% below estimates. Yahoo!'s market value immediately sank to a three-year low of $7 billion. Microsoft's cash balance, meanwhile, rose to $27 billion. Translation: Microsoft could buy Yahoo! for pocket change if it wanted. The dot-com plague has spread to Net infrastructure giants like Oracle and Sun--the two hated Silicon Valley rivals of Microsoft who funded the legal assault that began in Palo Alto, Calif., five years ago and wound up at the Clinton DOJ. Sun is twice damned: its stock down 70%, and half its employees with options underwater. Meanwhile, Sun's beleaguered sales force is vainly trying to extract profit from its new severs. From California to Virginia, these slick boxes must compete against thousands of year-old boxes from hundreds of dot-com liquidation sales. Boy, has that shut up Sun's Scott McNealy for awhile! Come to think of it, if you're Gates and Ballmer, you couldn't have planned this little Web Armageddon any better. Cash is king once more, and Microsoft wields $27 billion of it. Talent is fleeing back to Redmond. The once uppity Yahoo! goes begging for white knight. Sweetest of all, those loudmouths Larry Ellison and McNealy have been gagged for a season.>>

To: IQBAL LATIF who wrote (37353)	3/20/2001 7:35:44 AM
From: The IB Dude	Read Replies (2) \| Respond to of 50167

On 'Semis' , you wrote to me <<Only short below 540 two days close, to 480 and reverse on test>> Please have a look at the 'global news' on semis today.I don't think that I see any big problems but I will keep a close eye. I am closely looking at Rambus, I expect them to win the case. Semiconductor Industry Overview ------------------------------------------------------------------------ >> [B] FULL: Intel launches 1 GHz mobile Pentium III processor New York, March 19 - Intel Corp. launched the mobile Pentium III processor at 1 gigahertz with Intel SpeedStep technology for full size and thin-and-light notebooks. [Bridge Information Systems] >> Japan researchers close in on single-atom switch Tokyo - After more than a decade of research using scanning-tunnel microscopes to precisely manipulate polymers, Japan's Institute of Physical and Chemical Research is months away from developing Japan's first single-electron tunneling transistor capable ... [CMP Publications] >> [B] FULL:ARM Hldgs unveils 2 on-chip sys architecture configurations New York, March 19 - ARM launched two new configurations, Multi-layer Advanced High-performance Bus and AHB-Lite, for the AMBA on-chip system architecture. [Bridge Information Systems] >> LSI Logic Drives the Next Wave of Wireless Products With New 3G CDMA Baseband Processor Meets New 3G Standard CDMA2000 for Next Generation in Wireless Products <> LSI Logic Corporation , today announced its contribution to next-generation wireless applications with the newest product in the company's SignalSphere wireless family, the CBP4.0. [PR Newswire] >> AMD Emerges as Technology Powerhouse in U.S. Patent Ranking; AMD Fifth Among All U.S. Companies in 2000 On U.S. Patent Office List AMD today announced that it ranked fifth among U.S. based companies and 12th in the world for companies receiving patents awarded by the U.S. Patent and Trademark Office in 2000. [Business Wire] >> Intersil Completes $338 Million Discrete Power Sale - Sale completes Intersil's transition to a leading communications Intersil Corporation announced today that it has completed the sale of its discrete power business to Fairchild Semiconductor International for $338 million in cash ... [Business Wire] >> Samsung Reports Robust Rambus Revenues Samsung Semiconductor, Inc. Samsung Semiconductor, Inc., today announced that the company strategy of taking a leadership role in the Rambus RDRAM marketplace, where they have a market share of well over fifty percent ... [Business Wire]

To: IQBAL LATIF who wrote (37353)	3/20/2001 8:08:23 AM
From: Jerry Olson	Read Replies (3) \| Respond to of 50167

Morning my friend... you make me smile all the time...<G>... as you know i have been "shorting all major rallies for a year now"...nothing has changed my opinion, however i do get fits of bullishness that always costs me money<VBG>.. Ike i trade the markets each day in "neutral"..if we have 3-4- 5- consecutive days UP i'll be long during those days each day..without holding any stock over night...i go to cash each night... i am not investing...i sold last week the last 2 semis..AMAT and MU for now..and will re visit them later... if we are selling off for days on end..then i'll be short that trend each day separately...every single P&F chart i have looked at shows a cascading waterfall type chart of lower tops and lower lows..nothing was saved... so on every insuing rally on those charts, they were "ONLY" shorts all over again, each and every time..they NEVER gave buy signals, only sell signals over and over again and again...hence i shorted all rallies... nothing has changed here Ike...all i see is that we are ready for a Dead Cat Bounce from deeply oversold areas..The NAZ index is skewd to the lower end of the P&F bell curve by 85%...so we bounce here maybe back underneath the 2250 area..i'll play that bounce each day as it comes...then?? we'll see.. i will not predict...i play caboose, let the engine pull me along the tracks up or down..i'll follow without guessing where we are headed... and as for the room<VBG>..it's fast paced fun packed days of trading triggers both long and short...using stops, exit strategies etc...i love it because it sharpens my tools, my eyes, my thinking, without clouding my thinking any further than the next hour or so... i am focused, in my manic mode while using live voice in the room calling all these trades real time...we had an awesome day yesterday trading JNPR-BEAS-PDLI-HGSI intraday, we had solid buy triggers on EMLX-NVDA and 4-5 others.. so IKE have no fear<VBG>...this is the new mantra, a virtual community working together just daytrading the markets as a team..eyeballs watching each others backs as we move thru the trading day...trading alone just doesn't get it any more...it's too solitary, too confining.. what with all the news flowing all day, it's almost impossible to watch all these stocks, charts, information blurbs, doing it all alone...whats more we trade technically Ike...no guess work here..and we can teach anyone to do this..anyone...even you..hahahahahahahahaha...only kidding of course... i know you trade the Spooos all the time..well my friend we follow the S&P's and NQ's all day for indicators of where we head each hour...Tick and Trin as well...it's a well organized groups of people that "trade the markets for a living"...serious pros, newbies, and intermediate types...a conglomerate of wonderful honest and friendly people... anyway my pal...we watch the only index now that can save or break these markets the SOX index...we could bounce to 620 ish area..any break of 500 is death and destruction to all markets....all.... warm regards OJ