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To: Yogi - Paul who wrote (1357)	1/4/1999 12:45:00 PM
From: Yogi - Paul	Respond to of 2025

Just interesting to see what one of the big internet auction sites is ordering for equipment. calculus.ebay.com "* Connectivity Update * Here's an update on eBay connectivity upgrades to the Internet: 1. Sometime in the next two weeks, we expect to install a T-3 (45 megabits/second) from InterNap. Internap provides connectivity to Tier-1 providers, along with some proprietary technology to improve routing. 2. eBay has ordered T-3s from Sprint AND UUNet, to provide us direct transit with these established Tier-1 providers. We're looking forward to these connections being turned up sometime in January or February, depending on the phone company. 3. eBay will order at least ONE OC-3 (a BIG pipe, sort of like the ones they use on Hoover Dam) in the first or second quarter of 1999. 4. eBay has acquired and is continuing to order routing and switching equipment from Cisco, who provides all our networking equipment. These are not your run-of-the-mill switches, but big, "intelligent" switches and routers which can manage the traffic to and from these new connections." Yogi

To: Yogi - Paul who wrote (1357)	1/4/1999 3:52:00 PM
From: Mark Oliver	Read Replies (1) \| Respond to of 2025

A strong yen... My WAG is that it means there's greater confidence in a Japanese recovery. It means that goods sold to Japan will be cheaper than internally produced goods. That could mean that they will be much more generous in buying to correct y2k and that they will buy more foreign made goods. It could be very positive for the tech sector. On the other hand, they will have a problem with higher priced goods and this will favor domestic producers in the USA like Ford. I read once that any rate above 110 was trouble for US cars. It might mean they could afford more money on Semiconductor Equipment and strengthen their lagging position in technology. It could mean that with new facility to invest in US mutual funds, they would send more money to the States, as they will have seemingly better buying due to currency. Will a strong yen help Asia? It certainly could stimulate more buying from Japan. Many international loans are pegged in dollars, so I would think that would make Japanese banks seem to loose money. What do you think will happen to regional currencies if the yen gets so strong? Can Japan afford to let their currency get so strong and still get economic security? Does the Euro dollar really mean anything big at the moment? I don't know. I just woke up, so maybe this is too much philosophy before coffee. Regards, Mark