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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club -- Ignore unavailable to you. Want to Upgrade?

To: Justa Werkenstiff who wrote (4694)	4/23/1999 11:45:00 AM
From: Investor2	Read Replies (1) \| Respond to of 15132

1. "Students Use School-Loan Money to Trade Stocks - ''If I can make a 50 percent return by investing my loan money, why should I put my money into the bank?'' asks Lee. ''I don't understand why more people aren't doing it.'' bloomberg.com 2. The recent 110 day move up in the S&P 500 was the biggest percentage move since 1934. 3. Did you know that, based on past performance, it is possible to hold the S&P 500 for a period of ten years and still have a loss? 4. Did you know that, based on past performance, it is possible to hold the S&P 500 for a period of twenty years and end up with an average annual return of about 1%? Best wishes, I2

To: Justa Werkenstiff who wrote (4694)	4/23/1999 12:30:00 PM
From: Ian@SI	Read Replies (1) \| Respond to of 15132

Justa, You've got too many topics in 1 post. I get easily confused as I get older. ;-) DRAM: Agree that the perceived health of this sector is a good leading indicator for the equipment sector. If both perceived and real health are outstanding, then the equipment sector can be expected to thrive. If only we ever knew for sure. PC stuff: The good news is that PC demand (read demand) still appears healthy but for DEAD MONEY CPQ. Gateway, IBM and Dell (I hope) are all doing well. Any thoughts? CPQ is applying for a ticker change to DOG to more aptly describe its prospects. It bought DEC, which had become a dog, and hasn't done much with it. It bought Tandem, which is in a declining sector which will probably decline more rapidly as technology such as that in the Newbridge Networks / Telehub joint venture start kicking it out of the telcos COs. GTW, I know less about but see it as appealing more to the low or no margin first time buyers at the low end of the market. i.e. - they'll bring future DELL customers into the world of the PC. IBM has stumbled badly in the PC area, but they've been consistent over the years since they "legitimized" PCs by developing and selling one of their own. DELL continues to grab share from everyone. It's the one that the others are saying they will emulate. But their feeble attempts to emulate have been fraught with completely ineffectual strategies and tactics so far. Eventually, IBM will either get it right or quit trying. I don't know which. But I doubt that either will happen any time soon. As you can see, as usual, I have no opinions or thoughts on any of these subjects. But if I ever get off the fence, I'll share my opinion with the thread. ;-) Ian.

To: Justa Werkenstiff who wrote (4694)	4/23/1999 3:51:00 PM
From: Kirk ©	Read Replies (1) \| Respond to of 15132

still appears healthy but for DEAD MONEY CPQ. Gateway, IBM and Dell (I hope) are all doing well. Any thoughts? HWP ate CPQ's lunch last yr on market share of retail sales.... now if I can dig up the url for the chart... oh yeah, where else? 8) suite101.com Dell and HWP have said PC demand was good. IBM lost $1B recently, but now its reporting good demand. NOt sure about Gateway... regards Kirk PS How about that LRCX! Yeah! LAM=LeftAppliedMaterials! 8)