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Technology Stocks : DELL Bear Thread -- Ignore unavailable to you. Want to Upgrade?

To: Bilow who wrote (2105)	10/12/1998 11:50:00 PM
From: lin luo	Read Replies (1) \| Respond to of 2578

Now I think I have to change another view --- about HK market. We had an argument about this issue and w/ another guy before. At that time, the hedge funds tried to trash HK market and the government stepped in. I understood exactly what they did and convinced they did the right thing. They were probably okay then. Now, since the market is going to the roof, I really do not understand what have happened? My best guess is that there are still a lot of hedge funds involved with this market and losing money, which spells more problems will come here, or the government is keep buying. They probably did destroy the free market in that sense. Well, I am still learning, like everyone else.

To: Bilow who wrote (2105)	10/19/1998 9:17:00 PM
From: Bilow	Read Replies (2) \| Respond to of 2578

Hi all; Time for my weekly synopsis of articles regarding the coming revolution in processors, and how this will impact the box makers. The integration wave continues. It is now becoming too slow to use external I/O stuff. So engineers are starting to bring it on chip. This is going to be less differentiation, fewer parts, as I have been saying: K7, EV7 and IA-64 detailed at forum -- MPUs primed for architectural war The four chips demonstrate some commonality in thinking, including a trend to move very large L2 caches onto the die with the CPU and a continuing search for more external bus bandwidth. ... IBM, meanwhile, is taking the interprocessor bandwidth race a major step further. Like the EV7, IBM's GigaProcessor will incorporate a full memory and I/O subsystem with about 2 Mbytes of cache, a memory controller and a high-speed network/processor interface on board. IBM will also put multiple iterations of a new PowerPC core on the chip. "We are substantially far along on the project," ... techweb.com or techweb.com Already it is harder and harder for box makers to differentiate their products. Note the telling paragraph in this story: Intergraph, HP offerings heat up engineering workstations -- 450-MHz Xeon machines roll With the raft of new models, the engineering workstation is rapidly tilting toward commodity status. Indeed, it seems to be getting harder for vendors to differentiate* their offerings.* techweb.com Commentary from another engineer, sort of similar to mine, but a lot shorter: Painful truths Call me a curmudgeon, but with misguided speculation about an electronics upturn running rampant, I'd like to inject a little reality into the discussion. ... The PC is back, the speculation goes, and so is the chip business. Not so fast. PC makers may have restructured to cast off inventories and build systems only as they are ordered, but they still build to forecast for the holiday shopping season, loading up on chips in late summer in hopes of retail system sales come December. Thus January could be the telltale month for computer makers. And beyond the inventory glut of '99, the PC industry must come to grips with the long-term trend toward the sub-$1,000 machine. techweb.com One of the things I have found fascinating about the silicon revolution is how pre-eminent silicon has been. Before silicon, computer engineers used an incredible variety of techniques to store or manipulate data. My favorite all-time storage device is the mercury delay line, which stored zeros and ones as vibrations in mercury. Another oddity involved storing one "screen" of data by writing zeros and ones to the screen of a long-persistence phosphor monitor, which was then read off electronically, not visually. Of course the last big non-silicon high-speed storage system was magnetic core. Ah the good old days. Anyway, maybe there will be alternatives to silicon (and germanium) for high speed computer memory once more: Polymer electronics tapped for memory, logic Opticom is developing an all-plastic memory subsystem that will fit on a credit-card-sized PC card. "The first version of the card will contain 1 Gbyte with a data-transfer rate of 0.5 Gbyte/second. The access time will be around 50ns," said Carlsson. To achieve the high capacity, Opticom will lay down memory arrays in multiple layers. techweb.com Enough tech stuff. Here's a column that I always find funny, this time about predicting the stock market: Understanding the reasons George Rostky Charlie was filled with awe. He watched the wild gyrations of the stock market and couldn't make heads or tails of it. One day the Dow Jones Industrial Average would dive several hundred points and the next day it would soar. What did it all mean? Could a stock be worth $20 one day, then $15 the next? techweb.com -- Carl