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To: Yogi - Paul who wrote (2727)	3/7/1998 10:29:00 PM
From: Yogi - Paul	Read Replies (1) \| Respond to of 9256

Don't miss Alan Abelson's column in Barron's. The guy is singing my song and we have both been wrong about the market for as long as I can remember. Bears are growling. Bulls are making money. sigh Excerpt--"He's still bearish on most techs, unequivocally on stuff like Compaq, Gateway, Dell, Intel and other chip makers, although he's wary that the portfolio pack will decide that with the stocks down, it's time to buy without stopping to reflect, even for a moment, on why they're down." Those with WSJ access--http://interactive.wsj.com/edition/current/articles/UpAndDown.htm irthrifty

To: Yogi - Paul who wrote (2727)	3/8/1998 3:45:00 PM
From: Bill Martin	Read Replies (1) \| Respond to of 9256

Re: Excerpt--<<To paraphrase Bill Gates, "Moore's Law doesn't apply to backhoes" because fiber deployment isn't getting faster and cheaper. >> Does this imply that chip making equipment is getting faster and cheaper? WRONG! Like backhoes, chip making continuously gets more expensive too. It's just that you're getting more bits or MIPS per chip even faster. With fibre the theory would be you're getting more bits per second at a faster rate than the deployment price is rising. "Deployment" of a new chip factory is zooming up, not down, so it's actually very like fibre deployment. Gates is surely sharp enough to figure this out. I doubt he would have said anything of this nature so it's not exactly fair to imply he would think this by "paraphrasing" him into saying it. One opinion .... Bill