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To: Road Walker who wrote (37357)	10/23/1997 9:12:00 AM
From: KM	Respond to of 186894

John: And me, with my great timing, chose yesterday morning to put a big bet on MSFT ;-(

To: Road Walker who wrote (37357)	10/23/1997 9:36:00 AM
From: Defrocked	Respond to of 186894

The "good news" is that the market is performing a "Fed's easing" for us: Bonds up, bill rates down. Watch gold today also. Fears of Hong Kong banking problems spilling into Japan are also undermining confidence. (Forty percent of Hong Kong banking debt is owed to Japanese banks.) Looks like the market is going to remind us all about risk/reward tradeoffs. Good long term investing all.

To: Road Walker who wrote (37357)	10/23/1997 9:38:00 AM
From: greenspirit	Respond to of 186894

John and ALL...Article...Intel ships chip for mini laptop... By Brooke Crothers and Michael Kanellos October 22, 1997, 9:30 p.m. PT update Intel's (INTC) new chip for ultrasmall notebooks is expected to create a niche as the chip giant responds to a growing list of makers announcing mini-notebooks. The chip, which was unceremoniously released by Intel this week, uses less power and generates less heat than the mobile Pentium commonly found in notebook PCs. The 120-MHz mobile Pentium processor with MMX technology is targeted specifically at the "mini-notebook PC" market, according to Intel. As an increasing number of vendors roll out mini-notebooks on the back of newfound processor support from Intel, this category of computer could take on a life of its own and compete with both standard notebooks and handheld devices. Mini-notebooks, at well under three pounds, fall into the diminutive handheld computer category. The mini-notebook market appears to have come out of left field and is being principally driven by notebook makers' innovations--not Microsoft or Intel, which typically engineer new markets. Interestingly, this could bring Intel into a market where it has been virtually absent. Competing handheld PCs which use the Windows CE operating system run on processors such as Hitachi's SH-3 processor, but none currently use Intel processors. Mini-notebooks such as Toshiba's Libretto and the Mitsubishi Amity are already on the market. Hitachi is also preparing to announce a new mini-notebook in November. NEC is also expected to follow suit. The Toshiba Libretto currently uses a 75-MHz Pentium, while the Mitsubishi product offers a 133-MHz processor. Neither of these products, however, use a specially designed Intel processor, nor do they offer MMX technology. The extra-low-power 120-MHz MMX processor announced by Intel's mobile processor division is expected to appear in mini-notebooks announced in the next few weeks, according to sources. What's intriguing about these tiny machines is that they offer many of the advantages of a six-pound notebook: They run a full-fledged version of Windows 95--allowing users to run all their usual software--and come with relatively large hard drives. (The Toshiba Libretto, for example, has a 810MB drive.) Typically, they also boast high-quality active-matrix LCD screens. This contrasts with Windows CE handheld computers, which run a stripped-down version of Windows, have no hard drive, and are really only meant as an ancillary device to a desktop PC. While they are cramped, mini-notebook keyboards, like the one on the Libretto, are also more useable than Windows CE computer keyboards. But mini-notebooks are pricey, typically just under $2,000. Windows CE devices range between $300 and $600. The 120-MHz mobile Pentium processor with MMX technology is available now for $177. _____________________________________________________________________ Rough open this morning Nasdaq down 40! Michael