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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Knighty Tin who wrote (33120)	9/30/1998 5:45:00 PM
From: baggo	Read Replies (2) \| Respond to of 132070

MB, I, for one, believe Y2K will be a very disruptive,annoying and costly event with pervasive negative consequences. Are Y2k stocks dead? And do you have any on your "screens." You have mentioned TAVA in previous posts. I'm a proud owner of this dog! Any comments appreciated. BTW I purchased IMPAY a couple days ago. Seems like I got screwed on the price. I used a market order. Regards, Brice

To: Knighty Tin who wrote (33120)	9/30/1998 8:51:00 PM
From: eabDad	Read Replies (1) \| Respond to of 132070

MB, Crap, I hated that show! Too much testesterone. My 11-year old sister (at the time) loved Estrada. Haven't kidded her about it lately - maybe I will now. Seriously, though, there are several versions of the chip cycle. There is a seasonal cycle, an Intel driven cycle, a DRAM density driven cycle, a technology cycle, and a capacity cycle. The most powerful one is the capacity cycle, followed closely by the Intel cycle. The macroeconomic issues affecting end use demand are influencing factors for depth and duration, but are not "causing" the cycle. From Jan 95 through Aug 95, 4 of 5 cycles were running up, and this year 4 of 5 cycles are running down. But in 1994, the cycles were running counter to each other and can explain why MU was way up, KLIC was down, and the majority of front end equipment guys were flattish for most of the year. In 1997, only 2 of the cycles were up but the stories in the investment community made it sound like 1995 all over again. I avoided the 1997 hype (thank God). Usually, when someone refers to the "chip cycle" they mean the capacity cycle. However, that does not drive KLIC. This means the fundamentals of the "chip cycle" as you probably referred to do not apply to KLIC. BTW, I prefer to be called "Z". Z-man was a nickname given to me long ago after a fell asleep in an orientation meeting on the first day on the job after college. eabDad is the handle derived from my email address (Z-man was taken I was told), set a while ago by my wife. Don't ask... Z

To: Knighty Tin who wrote (33120)	9/30/1998 9:30:00 PM
From: Ilaine	Read Replies (2) \| Respond to of 132070

Hi Mike, they are selling new PCs locally for $399, with Intel Pentium 266 MMX Celeron, 64 bit video card w/ 1MB-3D, 32 MB SDRAM, 2.1 gig hard drive, 1.44 floppy, 24x CD-ROM, 80 watt speakers, tower case, 56 K fax/modem with voice, $399! Add a 14" .28 monitor for $99. For $799, same configuration, but Pentium II 333 MMX, 4.3 gig HD and 15" monitor! OK, so it's not Dell, Gateway or Compaq, it's a local company, but, I just am amazed. To me, this is the REAL "new paradigm." I can't think of anything more wonderful. I remember when I bought my first computer, a Packard Bell 80286, think it cost about $2,000 - $2,500, with 40 MB hard drive and DOS, back in 1991! Just think about it, won't be long until people all over the world can access the internet via satellite and wireless, with unprecedented access to tools, to medicine, to music, to art, to science, and we'll live to see it. This market correction is a just a little blip compared to that, right? (Sorry, been cooped up too long, the percocets must be goin to my head.)