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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: limtex who wrote (40737)	8/29/2001 7:48:09 PM
From: Jim Willie CB	Read Replies (5) \| Respond to of 65232

SUNW is an excellent indicator of NewEcon and OldEcon computerdom it is not healthy you done good expressing your expectations of down markets I remember well but... "as far as the eye can see" ??? we dont have the luxury of seeing very far I rely on history, which says capacity-based recessions take twice as long to unwind if you gots 4 mfg plants, and one is idle, lower rates aint gonna induce you to build another what in the world are most people thinking in this respect ??? lower rates worked for every recession since WW2 THIS RECESSION IS UNLIKE ANY SINCE WW2 as for DSPG, a fine little company but I dont think it is a tinycap, probably a microcap they have ownership of the Integrated Telephony on a chip it is the basis for building any voice-based system in a device many many OEM's I have noticed it has held up remarkablly well in the face of wireless cratering I believe the action is gonna be with biotech and in a year, back comes wireless but wireless will become a totally bifurcated sector part will be backbone providers, platform deliverers, small margins, heavy capacity part will be unique value added services and feature providers, commerce enablers former will make next to no money latter will make all kinds of money DSPG is in latter group, as is QCOM whattya say we put an end to silly Bush talk I cannot think of anyone more irrelevant to the economy these days the tax cut is hollow and will have a miniscule impact on anything at all the budget deficit is gone, a casualty of the recession I am ambivalent toward Bush, but seek fairness I recall Reagan was blamed for the 1981-82 recession it was Carter's legacy leaking over I recall Carter being blamed for runaway inflation it was Nixon's legacy leaking over for years afterward / Jim