Silicon Investor (SI) -- The First Internet Community

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

To: Dealer who wrote (43788)	11/1/2001 4:33:20 PM
From: Dealer	Read Replies (1) \| Respond to of 65232

From SS: To:Maurice Winn who wrote (3710) From: Uncle Frank Wednesday, Oct 31, 2001 9:31 PM View Replies (1) \| Respond to of 3727 >> Silicon Investor [along with the rest of Infospace] seems to be in a bad way. Dreadful. Here's insp's earnings report. dailynews.yahoo.com. >> I'd noticed they weren't updating cool posts and a few other glitches so went hunting. The handwriting's on the wall. The give away was this part of the release: The company said it would cut about 200 jobs as a result of a reorganization that tied engineering efforts more closely to the companies business lines, which include online search engines and transaction systems. As far as I can see, SI doesn't tie with insp's other businesses. It's a white elephant that just happened to come along with the go2net acquisition. I think we are facing reductions in service and an increasing number of outages as insp cuts capex and staffing for the site. The best we can hope for is that they will sell SI to an organization that has some appreciation for the business and its potential. >> The other discussions are weak compared with the SI software, with 10 post scans and other good stuff unavailable on Yahoo!, Raging Bull, MSN, etc. Have you looked at InvestorsHub? They offer most of the tools we're used to, including PMs. I set up mirror sites for both the g&k and mudge threads over there, just in case. investorshub.com investorshub.com uf

To: Dealer who wrote (43788)	11/1/2001 4:51:56 PM
From: Jim Willie CB	Read Replies (2) \| Respond to of 65232

NazComp bullish reversal? chart doesnt look it to me I see a negative trend Moving Averages have straightened out, now bunched if QQQ rises above trend barrier at 36-37 toward 40, then yes a potential bull reversal what I see is a Cup & Handle pattern but the cup is so tilted, that it might easily spill its contents with valuations so skyhigh, and future quarters so uncertain, and Leading Econ Indicators mostly negative (with only two positives being under FedReserve control), I would say that Microsoft or No, the Naz is not reversing it is likely reflexing off a deep oversold in midSept and looking really shaky where it rests now the last favorable court news for Microshaft gave them and Naz a rally in midsummer but it faded extremely fast the new XP Windows shipped recently I read about a $400m marketing budget for it with PC sector in the shitter, and first negative year for PC's in a decade, it seems to me that The Evil Geek cannot pull up the tech economy by himself besides, the more I read about business data, the more I learn that inventory/sales ratio is worsening by the month in the tech sector, IT in particular we have more pain and more layoffs and more bad numbers coming not better Naz is trying hard to muster a sustained rally but it is missing ANY verification with current or leading data hope and sales pitch is all I see but I do respect the venerable John Murphy my guess is that both NazComp and MSFT will give up the ghost soon what does MSFT offer now? a PE of 50 and growth of 10-15% just another stock worth $40-45, at best their golden years are behind them their hegemony is a chapter already written then you have the Asian Epitaph Taiwan approaching depression Korea in deep recession PacRim reeling and Japan about to hit the toilet flush crank we have unison worldwide recession deepening just what the hell will offer Microsoft and Techs added momentum fuel? security devices? visual databases? bomb sniffers? $300 per taxpayer? promise of $1000 in four years? watch the bankruptcies next that is the leading indicator for my eyes debt is coming due in a few months with nothing but hot air to pay the bills / jim