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To: Gottfried who wrote (5137)	12/31/1998 6:08:00 PM
From: Mark Oliver	Respond to of 9256

<Mark, you said > I believe the market in general is so poorly informed, the level of information we exchange puts us at disadvantage.< Wise words! I have seen the same problem on the AMAT thread a few months ago: some of the best informed posters missed the stock's surge, because it wasn't logical.> Yeah, but when you read a great post like the one Gus just made, it's all worth it. By the way, it's already 1999 here, and I can assure you it's started out as a good year. But for those of you who are lagging behind in North America, I wish you all a great New Year. :o) Regards, Mark

To: Gottfried who wrote (5137)	1/2/1999 3:59:00 AM
From: Z Analyzer	Respond to of 9256

<<Mark, you said > I believe the market in general is so poorly informed, the level of information we exchange puts us at disadvantage.<>> Let's not delude ourselves into believing we are well informed. We have only a few industry insiders (far fewer than I would expect). We are often the last to know as with the disasterous overcapacity which ran us over a year and a half ago. Looking at the CPQ thread, I found no fundamental info on how Christmas sales have been- just a bunch of cheerleaders and technical analysts. If big PC inventories developed over Christmas, that will be the most important development and, I for one, won't know until its too late. I'm very envious of those insiders who have a clearer view of what's happening. That said, its amazing how much less other investors know when they plop down hard earned cash and that analysts cover this $50 billion market like an afterthought. Good luck for '99! Z