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Politics : Idea Of The Day -- Ignore unavailable to you. Want to Upgrade?

To: SE who wrote (19184)	8/7/1998 10:10:00 AM
From: IQBAL LATIF	Read Replies (2) \| Respond to of 50167

OT-- This was me and Raj together, before I posted the bet I had checked the charts with him -- my broker-- so I checked with him just now before confirming ( considering the size of the payout on this bet)- he told me it is OK by Sept expiry-- The place will be a suitable B&R of our choice in the Big Apple-- Keep the change handy-- ggggg

To: SE who wrote (19184)	8/7/1998 10:32:00 AM
From: IQBAL LATIF	Read Replies (1) \| Respond to of 50167

They say that US corporate earnings have no room-- They must be joking, Sample of leading tech stock companies. Techs second quarter 1997 gross profits were 12.68 billion$'s we saw a decline of 73% in 98 Second quarter earnings to 3.4 billion $'s-- if we break this down, we see, 1- Computers-- A loss of profits from 97 second quarter of 3.3 billion $'s to 718 million in 98 second quarter, CPQ alone responsible for a 3.6 billion hit, if storage Gateway EMC Appple IBM CPQ and DELL have a share of 19% growth in Europe and CPQ loss is taken out from future earnings we are loooking at phenomenol potential in this sub-sector alone. 2-Semi conductors another sub-sector of Techs suffered a 50 % loos in Rev from 2.2 bilion$ to !.1 billion $- I see that specialised companies willl have a hold and niche to control DRAMs and semis- Siemmens decision to close is an indicator that NSM and MU will emerge as leaders with deep pockets- are we seeing here making of new future equivalent of GM's in DRAM and semis business-- as more of these new comers leave the demand and supply disadvantage plaguing the market disappears. 3- Software and processing- saw a decrease in profits from 1.7 billion to 1.69 a 1 % decrease-- ADBE NOvell EDS MSFT CA has far bigger potential and will show some huge increases in profits. If Communications losses of MOT LU and other companies turns to profits which they certainly would we are looking at a potential of this random group of companies to come up with that 4 billion mark again-- go into details- the corporate growth a has lot more room than people imagine this is just one group but in consumer cyclicals we have a big room in Autos to overcome the loss of 30% in second quarter. I hope my typing speed comes better so that I can share these info with you all.