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Non-Tech : The Official Guide To GOOFS -- Ignore unavailable to you. Want to Upgrade?

To: Michael Sphar who wrote (3376)	6/18/2001 3:17:38 AM
From: Don Lloyd	Read Replies (1) \| Respond to of 3539

Michael - I sympathize with your curiosity but mentioning the unmentionable would be like, well, fathoming the unfathomable, or climbing the unscalable, swimming the unswimmable, enduring the unendurable, I'm sure you get my drift. Perhaps we could discuss some aspects of this in stages? Like how the heck did you find your way to this particular backwater locale? I don't recall you being a goofi affectionato in the past...Perhaps its just random chance? Or are you the SEC? Not too paranoid, really. A little enlightenment in this way may lead to other avenues regarding your interest. Message 15956109 Above reference was path to enlightenment. ...The hollowing out of tech margins will continue. That's why I see the fringe chip makers the only safe play. Those companies that sell in the mile wide one foot deep market space like the analog houses. LLTC, MXIM and the unmentionable one.... I am quite familiar with LLTC and pre-DS MXIM, and your implication that margins there are safe rings true as long as there aren't too many more shoes to drop. The premium valuations, however, still remain vulnerable. My curiosity is about what other company you are able to assign to the same class. Regards, Don

To: Michael Sphar who wrote (3376)	6/18/2001 4:25:07 PM
From: Maurice Winn	Read Replies (2) \| Respond to of 3539

Backwater locale? Well Mike, Goofs is now top of the pops [well, number 8 on the SI hot topics list]. That's what prompted my click. Should we reconvene for a reprise of 1996? The Nasdaq is in disarray, below 2000 having reached 5000 ages ago. Does Goofs ascendancy represent a bottom nearing? It must be time for Dry Gulch Dan to come cruising by to find some carrion. Unfortunately, my purchasing power parity is also in some disarray, though okay. Ah the glory days of 1999. Never mind, it's better to be a has-been than a never-was. In my dotage I can recount, repetitively, the battles of cyberspace to doting grandchildren who will no doubt be as bored as most children are by the elderlies' glories of prehistoric times. Hi jfred. I am STILL waiting for deflation. I am now finding out whether debt is in fact hard on outside and gooey in the middle or firm in the middle. So far, margin and other debt seems to be squishy, but there seems, so far, not to be an event horizon below which we fall into an accelerating collapse into a singularity. Go Green$pan! Meanwhile, there are husks of companies everywhere, drying in the sun. I suppose by September they'll be more 'well done' and ready to collect. Gidday Paul. I see you still there up the list! Not gone postal? Older and wiser, [well, older anyway]. Mqurice PS: I just noticed, you got a 'cool post' for the "high-G turn" Mike. Well done.