Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Amazon.com, Inc. (AMZN) -- Ignore unavailable to you. Want to Upgrade?

To: Bill Harmond who wrote (135391)	12/5/2001 10:12:19 PM
From: Skeeter Bug	Read Replies (1) \| Respond to of 164684

>>About the only thing "the archives" proves is that HJ Morris continues to be a little jerk.<< i guess we all know now that hj was right. ho ho ho ho!

To: Bill Harmond who wrote (135391)	12/5/2001 10:35:06 PM
From: H James Morris	Respond to of 164684

>Go back to fishing. Bill, I only caught 1 fish, but it was a big as California. >You can lie about that. Someone lied to me once and told me Yhoo was the next MicroSoft. Anyway, the good news Yhoo is 3 points higher than the $14.00 ps I paid for it several months ago. BTW Bill, how did you avoid the draft? Don't tell me you failed the IQ test! Did you put a dot on the "I" instead of above it?

To: Bill Harmond who wrote (135391)	12/5/2001 11:52:43 PM
From: H James Morris	Respond to of 164684

Bill, have you ever thought about going into space? Btw I like VRSN you should try to find out what the company really does for a living. >Mr Shuttleworth sold his internet security consultancy to American rival VeriSign for some $500m in April last year - four years after he started it in his parents' garage. A Soyuz craft will take Mr Shuttleworth into orbit "I hope it will inspire many of my fellow Africans of all ages to believe in the power of their dreams," he said of his planned trip into space. The perhaps appropriately named Mr Shuttleworth is a native of Cape Town, South Africa. Mr Shuttleworth said the training he underwent over the summer was intense and challenging and added: "When you are totally inspired it's not work." Mr Shuttleworth will join Roberto Vittori of Italy and a Russian cosmonaut aboard a Soyuz shuttle for the flight to the ISS.

To: Bill Harmond who wrote (135391)	12/6/2001 10:49:56 AM
From: H James Morris	Read Replies (1) \| Respond to of 164684

Bill, what's your average cost in Sonus these days? Go ahead and lie...its OK with me. >Respected industry research firms Cahners In-Stat Group, Infonetics Research and Synergy Research Group all confirmed Sonus' continuing leadership position in a number of market segments during the third quarter of 2001. In its quarterly market share report, Cahners In-Stat Group identified Sonus as the continued leader in purpose-built carrier voice over IP (VoIP) gateways, in both port shipments and revenues, as well as the leader in total voice over packet (VoP) gateway ports shipped in all product segments. Following the news, SONS exchanged over 7,954,000 shares in activity, up 17.6%.

To: Bill Harmond who wrote (135391)	12/6/2001 11:05:21 AM
From: H James Morris	Respond to of 164684

Bill, here's no lie. >CIOs Cautiously Optimistic on IT Spending BY LORRAINE COSGROVE WARE Despite reports of an official recession in the U.S. , companies will increase technology spending in a few key categories, according to the 259 executives surveyed in CIO's November Tech Poll. While CIOs don't expect significant pick-up in IT spending until post-Q2 of next year, IT budgets are expected to increase at rates not reported since July and August 2001. When asked about the outlook for IT spending in the next 12 months, panelists expected their IT budgets to grow by 5.3% — a 13% increase from November figures and a 43% rise from levels reported in September. Close to 40% of executives surveyed said they do not expect IT spending to ramp up until mid-year, while 20% see an increase in spending in the first quarter of 2002. CIO's Future Technology Growth Index, which measures the overall health of IT budgets and the significance of new economy technologies on IT spending in the coming 12 months, jumped 19% in November to 2.1, continuing its recovery from the post-September 11 low of 1.4. Increased spending on infrastructure and outsourcing expected The number of CIOs that plan to increase spending rose in three categories, including outsourced IT services, infrastructure software and e-business software. The percent of CIOs that will increase spending for outsourced IT services rose 19% from October to 31.1%. When asked about infrastructure software, the percent of respondents expecting to increase spending climbed eight points to 42%. The percent of panelists planning to increase spending in e-business software rose 27% to 41.9%. Green lights for Internet activity CIO's Tech Poll Internet spending indicators rose to levels not seen since early 2001. Planned investment in developing business over the Internet (B2B2C) as a percent of the overall IT budget climbed back up to 17.2% after dropping to 12.2% in the third quarter of this year. Panelists reported average Internet revenue at 9.4% of total revenue for the past 12 months — 27% over last month's figures. Going forward, expected revenue from the Internet as a percent of total revenue in the next 12 months jumped 33%, reaching 13.2% in November. Purchases over the Internet for the previous 12 months rose 28% to 16.8% — that figure had remained a relatively flat 13% since September. Internet purchases for the next 12 months are expected to grow 32%, accounting for 21.7% of total purchases, according to the 259 executives surveyed. Each month, CIO magazine in partnership with Ed Yardeni, chief investment strategist of Deutsche Banc Alex. Brown, surveys a panel of senior executives on current and future IT spending as well as other IT issues. In terms of title, 88% of panel members were CIOs and the remaining 12% were CEOs, CFOs, COOs or other members of senior management. Almost all (96%) of the panel members were based in North America. Companies included in CIO's Tech Poll represented a broad range of industries, including manufacturing (17%), finance (10%), technology services (16%), health care (9%) and distribution (4%). In terms of company size, 18% of the respondents were from companies with 5,000 or more employees. Posted: December 1, 2001

To: Bill Harmond who wrote (135391)	12/6/2001 11:21:28 AM
From: H James Morris	Respond to of 164684

Bill, is your wife still stuck with HOMS? Didn't it IPO at $16.00 ps? I think you're just upset because I sold it at $34.00. HOMESTORE.COM (HOMS) Company's chief financial officer, Joseph Shew, resigned for personal reasons; the company is searching for a new chief financial officer. Price: $2.45 Net Change: -$0.65 % Change: 20.97% Loss Volume: 1.0M Shares

To: Bill Harmond who wrote (135391)	12/6/2001 4:04:08 PM
From: H James Morris	Respond to of 164684

Gee Bill, all I asked is how you avoided the draft, and now you become anti-social? What's the matter Bill...didn't you want to see other men looking at you in the shower?

To: Bill Harmond who wrote (135391)	12/6/2001 5:35:35 PM
From: H James Morris	Respond to of 164684

Bill, you like growth stocks. >It's taken a while, but the marketplace is finally listening. Flextronics has grown from $93 million in revenues in 1993 to about $15 billion this year. The company - a member of the Wired Index since June 2000 - has a market cap larger than any of its competitors and is second in revenue to longtime industry leader Solectron. The tech downturn, which forced many companies to close manufacturing plants, has been good to Flextronics et al. Marks is savoring the emergence of the EMS sector like a man who has stumbled out of a dark tunnel. "It used to be a really crappy business," Marks says. "We used to try to convince purchasing agents how we're going to do things cheaper. Now we're talking to CEOs. We're defining global manufacturing strategy. That's fun." Microsoft is only one of Marks' A-list clients. Operating 80 factories in 28 countries around the world, Flextronics makes cell phones for Ericsson, routers for Cisco, printers for Hewlett-Packard, and PDAs for Palm. Flex is one of 11 EMS companies that have established factories in Guadalajara to take advantage of cheaper labor and relaxed trade between the US and Mexico. "It became very obvious after Nafta that Guadalajara was the place to be," Marks says.