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To: Paul Engel who wrote (69288)	12/2/1998 3:28:00 PM
From: Burt Masnick	Read Replies (2) \| Respond to of 186894

Just read a great quote - "Benjamin Graham once wrote: "In the short run the [stock] market is a voting machine. In the long run it is a weighing machine." Benjamin Graham was the guru of fundamental analysis of stocks in the early 1900s and, though I had some awareness of where he stood on fundamental investing principles, I thought that quote just about sums up a lot of the loopy actions of the market. Burt

To: Paul Engel who wrote (69288)	12/2/1998 3:51:00 PM
From: Tony Viola	Read Replies (3) \| Respond to of 186894

Paul, Intel investors, interested parties, article about PII 333 and 350 MHz shortages in the UK. Note that the date on the article itself is 01/12/98. I guess the UK does it dd/mm/yy, whereas we are mm/dd/yy. Anyway, another "sold out" data point. Tony theregister.co.uk Posted 01/12/98 12:16pm by Mike Magee Shortage of PII 333MHz and 350MHz now acute Demand for Pentium II 333MHz and 350MHz has so outstripped supply that there is an acute shortage of parts, a distributor has warned. Two weeks ago, Intel admitted that there was heavy demand for the PII processors, while yesterday it said that the PII 233, 266MHz and 300MHz were not now generally available. At the time, Intel said that supplies would begin to catch up with demand in a few weeks, but Mark Davison, processor product manager at UK distributor Datrontech, said today there is still a shortage. He said: "The shortages are still bad. My order book is strong but there will be a lot of people that can't ship machines before the end of the year." Datrontech, he said, was trying to move its customers to the 400MHz and the 450MHz parts, but the difference in price between the 350MHz and the 450MHz PII is around £100. ®

To: Paul Engel who wrote (69288)	12/14/1998 11:20:00 AM
From: Bill Jackson	Read Replies (2) \| Respond to of 186894

Komrad Paulskitten, Re; K9 corps I detect a feline note in your caterwauling. Why a year ago AMD was to be a corpse, now they have a corps of processors, are you dyslexic? I suspect that AMD does have some niche chasing in mind with the built in variability of the K7. This market is getting to be totally nichified, which suits AMD quite well. Are not canines mammals? will they not eat the eggs of the dinosaur? News at 11 Bill