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Technology Stocks : INTEL TRADER -- Ignore unavailable to you. Want to Upgrade?

To: smolejv@gmx.net who wrote (2073)	3/11/1998 5:07:00 AM
From: Jurgen Trautmann	Read Replies (2) \| Respond to of 11051

Still working in Colonia Agrippinensis after all these days V Hey, friends in Abelene, Paris, Munich, St. Pete and elsewhere... Microsofts ExchangeServer is still fighting against Vinca's CoStandbyServer here... They don't accept me as referee (? - Schiedsrichter). Maybe I should wear a completely black dress and show them a yellow card. Nevertheless, now's time to take a breath. Yesterday I bought finally a few Dell-calls. (20 Jan 2000 $ 75 @ 17 1/2). A small position for this winner, am I waiting for warnings? I don't know exactly what I'm doing. Compaqs warning came right after I added 40 calls... However, Compaq's situation seems to me better than in broader markets sight. Simply said, I don't think that DEC is easy to integrate, but I don't fear that this new division will produce losses. On the other hand Compaq will win better acceptance for volume-orders of huge companies. This is not the next directseller (and not the main rival to Dell) but the successor for IBM, HP, SNI (...) as strategic supplier. I see 3 main-levels: Private customers and smallbiz with Gateway as marketleader Midrange-companies and government mainly equipped by Dell and Multinational companies leaving IBM & consortes as Compaqs strength. IMHO it's not possible to run a company with parallel strategies for different market-levels. It's especially impossible to serve different marketing-channels the same time - most producers try it sooner or later, but mostly during phases of ongoing weakness and seldom with success. Just my opinion, and I'm mostly wrong as everybody here knows. However, let me add some consequences of this basic as gameplaying: Sliding of competitors lowcost-system-sales (f.e. shop-chaines like Vobis) could go hand by hand with increasing marketshares of Gateway. Difficulties of UNIX-resellers (e.g. Sun, Oracle) will show a transition to Wintel C/S-architectures in midrange-companies, enjoying (not only) Dell. Weakness of IBM, HP... - systems would be a sign of strength for CPQ. No doubt that in this spheres big money can be collected from the street. I'll stop here boring you. Happy trading! Jury

To: smolejv@gmx.net who wrote (2073)	3/11/1998 10:53:00 AM
From: MonsieurGonzo	Read Replies (1) \| Respond to of 11051

DJ; hello young man - sorry, I haven't had time to study the DAX... ...DAI did real good, despite "elk test" at ~75 (^_^) where I flipped the March CALLs slightly above strike. After lunch today at the local caf‚ (wonderful veal-chops flavoured with cumin - 58 Francs) MadameGonzo and I walked over to the Village Voice Bookstore and there I found a really cool book about Akira Kurosawa and his films (in English). Thought about you immediately, Janko. If you would like for me to send it to you, please send me your post info by EMAIL. I ended up getting a copy of Steven Holtzman's "Digital Mantras", which - among other things - has some thought-provoking essays on Kandinsky's Point and Line to Plane* realized on (and by) computers (… la Douglas Hofstadter's "G”del, Escher, Bach" ). Meanwhile, have been studying the cult of the vacuum tube amplifier, (or "valves", as the British call them) and have been learning the circuit schematics of Kondo-San (Audio Note amplifiers) and Nobu Shishido (WAVAC amplifiers). The Japanese make these tube-amp cum art-works creations with silver wire-wound transformers and chassis carved from solid aluminium billet, with Western Electric 300B tubes (9 watts per channel!) configured as single-ended triodes (they go for $20-70,000). For a thrill (request a brochure via EMAIL) surf on by yoshiki.co.jp and audionote-nyc.com for a taste of the ne plus ultra* in retro high-end audio outrageousness! -Steve