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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Return to Sender who wrote (26284)	10/25/2005 7:45:11 AM
From: sixty2nds	Respond to of 95923

OT...Refco...07:27 RFXCQ.PK JC Flowers to end Refco bid - WSJ (1.35 ) According to the WSJ, an investment group led by JC Flowers dropped out of the bidding for Refco's futures business late yesterday in a surprise ending to a daylong courtroom wrangle over how to auction off the various parts of the brokerage firm. Pressed by creditors and other bidders, US Bankruptcy Judge Robert D. Drain curtailed or eliminated provisions the JC Flowers group had negotiated when it reached a tentative agreement to acquire Refco's flagship regulated futures and commodities business last week for $768m

To: Return to Sender who wrote (26284)	10/25/2005 8:49:56 AM
From: Gottfried	Respond to of 95923

RtS, I notice Office Depot has all the Toshiba laptops at list price.

To: Return to Sender who wrote (26284)	10/25/2005 11:45:38 AM
From: Donald Wennerstrom	Read Replies (2) \| Respond to of 95923

RtS, I looked at both your references, Office Depot and Best Buy. officedepot.com. bestbuy.com The laptop I wanted to buy was on both lists, the Satellite L25-S119. Office Depot, in the ad, does not say anything about being "sold out", but Best Buy does say they are "sold out". So what we have here is Office Depot backlogged on orders for 270 machines, with no commitment from Toshiba as to when they can deliver, and Best Buy who admits to being sold out. How many laptops does Best Buy have on order with Toshiba? We don't know the answer to that question of course, but whatever the number it adds to the 270 that Office Depot has on order. How about all the other "discount" stores out there - are they sold out too and have more laptops on order? We don't know the answer to that either, but I suspect that when it is all added up, there could be well over 1000 of these laptops backlogged. Leaping back to INTC and TXN again - both of these companies have now admitted to not being able to deliver product during the upcoming quarter to the point where it is affecting their stock price. As noted today, TXN is down on the order of 5 percent and INTC has been on a downward slide for the past several weeks. Sort of a ridiculous situation IMO. Don