Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Knighty Tin who wrote (53928)	3/30/1999 10:32:00 AM
From: Alias Shrugged	Read Replies (1) \| Respond to of 132070

I hear ya. I moved my money market funds over to a short term treasury mm fund. This Coke thing looks industry specific to me. gg I'm sure that the other multinational corps will do just fine with our dollar stronger against the euro and all of the goodwill being generated throughout the world with this NATO intervention. Surely, these consumers from euroland and asia can see the value of our products as evidenced by the higher prices - you know, using the stock market valuation model. I mean, we're talking QUALITY here. gg What happens after we've invested umpteen-billion dollars in creating this alternate sales/distribution channel (you know, the internet thing) splitting up the same sized sales pie? We are investing an awful lot in a channel which breeds zero profits and absolutley brutal price competition. Sales of telecom equipment and routers and servers and IBM services should level off at some point - 2010?? IBM may actually do quite well, saleswise. They are the great enabler. No IBM puts for me. Yet. Seems that whatever profit growth being achieved lately is coming from cost-cutting (especially from all the mergers). Doesn't look too bullish for consumer buying power. When will this debt-fueled binge turn down?

To: Knighty Tin who wrote (53928)	3/30/1999 10:41:00 AM
From: Skeeter Bug	Read Replies (2) \| Respond to of 132070

debt is EXPLODING! biz.yahoo.com

To: Knighty Tin who wrote (53928)	3/30/1999 3:40:00 PM
From: yard_man	Read Replies (2) \| Respond to of 132070

biz.yahoo.com Compaq to sell small-business PC line via retail HOUSTON, March 29 (Reuters) - Compaq Computer Corp. (NYSE:CPQ - news), the world's largest personal computer maker, on Monday announced a range of new PC products aimed at small and medium-size businesses and plans to expand its distribution through major U.S. retailers and wholesalers. The Houston-based company said it expanded distribution of its recently introduced Prosignia PC line into U.S. retail outlets, including CompUSA Inc. (NYSE:CPU - news), Office Depot Inc. (NYSE:ODP - news), OfficeMax Inc. (NYSE:OMX - news) and Staples Inc. (Nasdaq:SPLS - news). The Houston-based company also announced a set of new programs that promise to eliminate the threat of inventory backups for its vast network of hundreds of thousands of computer resellers, who in turn sell Compaq PCs to customers. It said Ingram Micro Inc. (NYSE:IM - news) and Tech Data Corp. (Nasdaq:TECD - news), the world's two largest computer wholesale distributors, had ''co-located'' computer assembly lines alongside Compaq's manufacturing lines to speed shipments of new computers to the Compaq business PC sales network. whatzit mean???? In addition, Compaq introduced the Prosignia NeoServer designed to make it easy for small- and medium-size businesses to set up office networks of up to 25 computers, expanding beyond the Prosignia desktop PCs it introduced in November. The company introduced a new Prosignia Notebook 150 starting at $1,799 when purchased direct, with leases starting at $61 per month. In a conference call following the announcement, a Compaq official promised to keep Prosignia products price levels at or below those of rivals. rivals == e-machines?

To: Knighty Tin who wrote (53928)	3/30/1999 4:36:00 PM
From: yard_man	Read Replies (2) \| Respond to of 132070

You and energy unit scared me out of this one and I guess it is just as well. biz.yahoo.com uesday March 30, 4:17 pm Eastern Time Midway Games Says Sees Q3 Earnings Per Share $0.01-$0.03 Vs $0.18 (This is a headline-only alert, although it will likely be followed by an article soon) Too bad I didn't get scared out of SANG. Think I'll hang with that one though ...

To: Knighty Tin who wrote (53928)	3/30/1999 5:09:00 PM
From: yard_man	Read Replies (3) \| Respond to of 132070

They should flog the POS tomorrow. biz.yahoo.com uesday March 30, 4:36 pm Eastern Time Matsushita Electric to exit DRAM chip market-report NEW YORK, March 30 (Reuters) - Matsushita Electric Industrial Co Ltd. will end production of computer memory chips, a Japanese newspaper reported Tuesday. Matsushita will stop making the Dynamic Random Access Memory (DRAM) chips in April and focus on system logic chips, company sources told leading Japanese business daily Nihon Keizai Shimbun. Matsushita's U.S.-based DRAM-chip-making unit halted operations last fall. Chip sales at Matsushita Electric reached about 370 billion in fiscal 1997, ranking it sixth among Japanese chip makers. DRAMs accounted for 15 percent of Matsushita's revenues from chips at one time but falling DRAM prices cut that to 5 percent, the newspaper said. U.S. chip maker Micron Technology Inc. (NYSE:MU - news) said last month it expected to pick up business as Japanese and South Korean competitors lose market share. The Boise, Idaho, company is the only major U.S. memory chip maker remaining after its 1998 acquisition of Texas Instrument Inc's DRAM business.

To: Knighty Tin who wrote (53928)	3/31/1999 7:28:00 AM
From: valueminded	Read Replies (2) \| Respond to of 132070

Mike: As I have an amount of cash in the money funds, some of what I read is a little disconcerting. Maybe you have answered this in the past, but how do you determine the safety of the money fund / and the quality of assets they are invested in. Also, what do you look for. 2. I have been reading some excerpts from Dr.Richebacher. He makes a compelling case but I would be interested in yours or anyone elses thoughts on the reliability of his thinking. He also points out the problem with derivatives especialy at BT and CMB which would seem to reinforce some of your earlier thoughts. Speaking of which, do you like puts on these 2 financials ? 3. Some of what I read seems to have a vested interest in selling gold the metal. I find it hard to see the value in taking physical possession of gold. It would seem better to invest in the companies that manage gold/gold production for a living. (ie ABX or NEM) although my investments in these companies so far are below water. What are your thoughts. 4. Reference your purchase of KEA. It would seem to me that they may be a better buy in about 6months as the y2k lawsuits start to come in and they may be on the receiving end of some of them. Minimal additional revenues from this area but the potential for lots of headaches. Are you concerned about this ? I agree that it will be a compelling buy but think should be able to get feet wet in the teens. thanks