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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 (4748)	4/24/1999 11:18:00 PM
From: Dave Kahn	Respond to of 15132

well said Dave

To: Justa Werkenstiff who wrote (4748)	4/25/1999 7:21:00 AM
From: Justa Werkenstiff	Respond to of 15132

INTC and 300mm From the INTC analyst meeting: "Intel is, as always, continuously refining its awesome manufacturing base, and is preparing to focus on the upcoming transition to 0.18. We think that investors may have been taking Intel's manufacturing strength for granted until recently, but execution problems from National Semiconductor and AMD have highlighted just how difficult it is to maintain a continuous stream of new product introductions on advanced processes. Craig Barrett did reiterate yesterday his aversion to having Intel lead the transition to 300mm wafer manufacturing, referring to the role of leading a technology transition in semiconductor manufacturing as "community service"."

To: Justa Werkenstiff who wrote (4748)	4/25/1999 7:50:00 AM
From: Justa Werkenstiff	Read Replies (1) \| Respond to of 15132

HQ Technology Conference So, is the NAZDAQ going down in this environment of hoopla and celebration <g>? EXCERPT FROM BRIEFING: Once a year, Hambrecht & Quist invites representatives from major technology companies to present their vision and strategy for the future. In the audience, by invitation only, are the principal money managers from major investment institutions throughout the world. For four days, these decision makers listen to the CEOs, CFOs, and CTOs from as many companies as they can. Major announcements are not uncommon. This year's Conference is April 26 through 29, in San Francisco. With nearly 250 companies giving half-hour presentations the pace is fast and driven. Each company strives to present its future in the most positive light possible, and field tough questions. Professional money managers are looking for any new piece of information above what they already know. Briefing will be covering the H&Q Technical Conference from the floor. In addition to posting breaking news as it is announced (look for postings on the In Play page or Story Stocks page), we will be gathering information for more in depth studies of individual companies and overall trends. We would also like to hear from you. What firms on this list of companies would you most like to know more about? We will attend the presentations of the top five that get votes from you, our readers, and report back on their presentations. We will, of course, cover as many companies as we can, but we would like to hear what interests you. Send us an email and let us know what 5 companies interest you the most. Brevity is appreciated. >>> EMAIL inquiry@briefing.com Please note that this list is tentative and subject to change. 3COM Aavid Thermal Abacus Direct ACT Networks AD-FLEX Adobe Advanced Digital Info. Advanced Fibre Advent Software AFC Affiliatd Comp. Services Altera Amazon.com Ansoft Applied Digital Access Applied MicroSystems Applied Voice Technology ARM Holdings Artisan Aspect Telecommunications Asymetrix ATMI Autodesk AutoDesk AutoWeb.com Avant Avid AXENT Technologies BARRA Bell Microproducts, Inc. BEST Software Brio Tech. Broadcast.com BroadVision Burr-Brown Business Objects Cabletron Systems Cadence Design Systems Cambridge Technology Partners Carreker-Antinori Carrier Access Catapult CCC Information Services Cellnet Data CellNet Data Check Point Software CheckFree Corporation CIENA Cirrus Logic, Inc. Citrix CMG Information Services CNET: The Computer Co. Computer Associates Compuware Comverse Concur Technology Creative Tech. Critical Path CSG Systems CyberCash, Inc. DaisyTek Dassault Systems DataStream Systems Dataware Technologies Datum, Inc. Dell Computer Corp. Dialogic Corp. Diamond Technology Digital Microwave Corp. DSP Communications DSP Group eBay Edify Corporation Egghead.com Elantec Semiconductor Electronics Arts Electronics for Imaging, Inc EMC Corp. Engineeing Automation Evans &Sutherland Computer Evolving Systems Excel Switching Exchange App. Exodus Exponent, Inc. E*Trade Group First Consulting FLIR Forte Software FVC.com Gateway Gemstar Intl. Geoworks Global Crossing Great Plains Software GSI Harbinger Corporation HMT Technology Hughes Electronic Hutchinson Technologies I2 Technologies Identix IDT Corporation In Focus Systems Inacom Informix Corporation Infospace.com InfoUSA Ingram Micro Inktomi Inprise Integrated Systems Intevac Intuit Iomega Corp ISOCOR iVillage JDA Software KLA-Tencor Komag, Inc. Kronos Inc. Legate Systems Level 3 Linear Technology Lumonics Lycos Macrovision Made2Manage Madge Networks, N.V. Manhattan Associates Maxtor Maxwell Technologies Memberworks Mentor Graphics Merant Mercury Interactive Corp. Microsoft MicroStrategy MIPS MMC Networks, Inc. Mortice Kerns Motorola NEON Systems Network Associates Network Solutions, Inc. Newbridge Networks Nice Systems, Ltd. Novellus Systems, Inc. NVidia Object Design, Inc Omega Research ONSALE, Inc Optical Coating Laboratories Oracle Pairgain Technologies Pan Am Satellite Peerless Systems Pegasus Systems PeopleSoft Perot Systems Pervasive Software Pilot Network Pinnacle Systems Pixar Animation Studios PlanTronics Platinum Software PMC-Sierra Point of Sale Systems Preview Travel, Inc. Profit Recovery Proxim PSC Inc QRS Corp. QUALCOMM Qwest Comm. Rambus Rational Software Read-Rite Corporation Remedy Corp. Renaissance Worldwide RF Micro Devices RMH Teleservices Rogue Wave Software Ross Systems, Inc. Sagent Tech. Sanmina Sapiens International SAWTEK SCC Comm. SCM Micro. SCO SDL Seagate Technologies Security First Technologies SERENA Siebel Systems Solectron Sonic Solutions SpectraLink Corp. Sportsline USA, Inc. SPSS, Inc. SS&C Technologies STAR Telecom. Sterling Commerce Strucural Dynamics Sun Microsystems Synopsys, Inc. Syntel, Inc. Taiwan Semi Tech Data Corp. Tecnomatrix Technologies Tekelec Telxon Terayon Transaction Network Transwitch TV Guide Unigraphics Uniphase Corporation Unova, Inc. US Web Corporation Vantive Verilink Verisign Veritas Software Vertical Net Vignette VocalTec, Ltd. Western Digital Corp. Westll Tech Whitman-Hart Wind River Systems WinStar Comm. Xoom.com Yahoo @Home Network

To: Justa Werkenstiff who wrote (4748)	4/25/1999 7:59:00 AM
From: Justa Werkenstiff	Respond to of 15132

HQ Techology Conference Part II -- The Schedule Hambrecht Quist 27th Annual Technology Conference preliminary schedule SUNDAY, APRIL 25 1: 00 PM Pre- Conference Check- in until 7: 00 PM All conference attendees are encouraged to register on Sunday at the Mezzanine Level registration desk at the Westin St. Francis. MONDAY, APRIL 26 - INDUSTRY FOCUS: Enterprise Software - Internet - Business & Information Services Grand Ballroom Colonial Room Elizabethan A/ B Elizabethan C/ D California East California West - Private Presentations 7: 00 AM Opening Remarks: Todd D. Bakar, Director of Research, Hambrecht & Quist 7: 30 AM atHome Network/ Excite Informix Corporation Concur Technologies JDA Software Group, Inc. PRIVATE PRIVATE 8: 00 AM Siebel Systems, Inc. InfoSpace. com, Inc. Brio Technology InfoUSA, Inc. Renaissance Worldwide Inc. PRIVATE 8: 30 AM Oracle Systems Corporation Seagate Technology, Inc. Unigraphics Solutions Whittman- Hart, Inc. CheckFree Corporation PRIVATE 9: 00 AM Microsoft Corporation Asymetrix Learning Systems, Inc. Inprise RMH Teleservices, Inc. Engineering Animation, Inc. PRIVATE 9: 30 AM i2 Technologies, Inc. Pan Am Satellite Integrated Systems AXENT Technologies, Inc. Autoweb. com PRIVATE 10: 00 AM Perot Systems Corporation CNET: The Computer Network DataStream Systems, Inc. Object Design, Inc. In Focus Systems PRIVATE 10: 30 AM egghead. com, Inc. Diamond Technology Partners, Inc. Kronos Incorporated PRIVATE PRIVATE 11: 00 AM SERENA Software International Vignette Corporation SS& C Technologies, Inc. Critical Path PRIVATE 11: 30 AM iVillage MERANT, Inc. ONSALE, Inc. Dassault Systemes PRIVATE 12: 00 PM Luncheon Keynote - Elliot E. Maxwell, Special Advisor to the Secretary of Commerce for the Digital Economy 1: 30 PM Xoom. com, Inc. Rogue Wave Software TBA MIPS Technologies Inc. PRIVATE 2: 00 PM Wind River Systems, Inc. Preview Travel, Inc. TBA PRIVATE PRIVATE 2: 30 PM Peoplesoft Internet Panel - IRG Applied Microsystems Corporation Telxon Corporation Structural Dynamics Research Corp. PRIVATE 3: 00 PM Citrix Systems Internet Panel TBA Omega Research SPSS, Inc. PRIVATE 3: 30 PM Yahoo!, Inc. Advent Software, Inc. TBA Tecnomatix Technologies Ltd. PRIVATE PRIVATE 4: 00 PM Network Associates, Inc. Neon Systems, Inc. Forte Software, Inc. Exponent, Inc. PRIVATE PRIVATE 4: 30 PM Network Solutions, Inc. Inktomi Corporation Made2Manage Systems, Inc. Geoworks Business Objects PRIVATE 5: 00 PM TBA TBA TBA TBA PRIVATE PRIVATE 6: 30 PM Cocktail Reception - CITY HALL - GROVE ST. ENTRANCE - valet parking will be available Buses will depart Post Street lobby of the Westin beginning at 6: 10 PM until 7: 30 PM and will return to the Westin beginning at 8: 00 PM until 9: 45 PM TUESDAY, APRIL 27 - INDUSTRY FOCUS: Enterprise Software - Internet - Business & Information Services Grand Ballroom Colonial Room Elizabethan A/ B Elizabethan C/ D California East California West - Private Presentations 7: 00 AM USWeb/ CKS Corporation MicroStrategy, Inc. Best Software, Inc. Security First Technologies Peerless Systems Corporation PRIVATE 7: 30 AM Intuit, Inc. Great Plains Software, Inc. Sapiens International Corporation Abacus Direct Corporation Dataware Technologies PRIVATE 8: 00 AM Lycos, Inc. Computer Associates International, Inc. CCC Information Services, Inc. Western Digital Corporation CSG Systems International, Inc. PRIVATE 8: 30 AM Mercury Interactive Corporation (CTBA TBA Edify Corporation SportsLine USA, Inc. PRIVATE 9: 00 AM CMGI Veritas Ltd. CyberCash, Inc. The Vantive Corporation Autodesk, Inc. PRIVATE 9: 30 AM Pixar Animation Studios Legato Systems, Inc. UNOVA, Inc. Harbinger Corporation Memberworks, Inc. PRIVATE 10: 00 AM Rational Software Corporation Pegasus Systems Inc. TV Guide, Inc. Remedy Corporation PRIVATE PRIVATE 10: 30 AM Cambridge Technology Partners Exchange Applications BARRA, Inc. Sterling Commerce, Inc. PRIVATE 11: 00 AM Electronic Arts Sonic Solutions SCO, Inc. First Consulting Group, Inc. PRIVATE 11: 30 AM E* Trade Group, Inc. CellNet Data Systems, Inc. Tech Data Corporation Corinthian Colleges, Inc. PRIVATE 12: 00 PM Luncheon Keynote - Daniel H. Case, III - Chairman & CEO - Hambrecht & Quist 1: 30 PM VerticalNet Macrovision Corporation Platinum Software Corporation PRIVATE PRIVATE 2: 00 PM eBay Broadvision QRS Corporation Netegrity PRIVATE 2: 30 PM TBA Software Panel - Galvin GSI Lumonics Manhattan Associates, LLC PRIVATE PRIVATE 3: 00 PM Verisign Software Panel Syntel, Inc. TBA PRIVATE PRIVATE 3: 30 PM 3Com Corporation TBA Ross Systems, Inc. Pilot Network Services, Inc. Pervasive Software PRIVATE 4: 00 PM Affiliated Computer Services SCM Microsystems, Inc. Argosy Education Group, Inc. Mortice Kerns Systems Inc. Fundtech PRIVATE 4: 30 PM Adobe Systems, Inc. The Profit Recovery Group International, Inc. TBA coinstar (hold for shawn) PRIVATE PRIVATE 5: 00 PM Analyst Wrap- Up: Enterprise Software - Internet - Business & Information Services WEDNESDAY, APRIL 28 - INDUSTRY FOCUS: Communications - Systems & Semiconductors Grand Ballroom Colonial Room Elizabethan A/ B Elizabethan C/ D California East California West - Private Presentations 7: 00AM DELL Computer Corporation WinStar Communications, Inc. Newbridge Networks Corporation Intevac, Inc. Cadence Design Systems Inc. PRIVATE 7: 30 AM Broadcom Corporation Level Three Communications Komag, Incorporated International Network Services Maxwell Technologies Inc. PRIVATE 8: 00 AM Sun Microsystems, Inc. Maxtor Corporation FVC. com Burr- Brown Corporation ACT Networks, Inc. PRIVATE 8: 30 AM Gateway Altera Corporation Dialogic Corporation DSP Commmunications, Inc. Compuware Corporation PRIVATE 9: 00 AM Exodus Communications SAWTEK, Inc. Ansoft Corporation Transaction Network Services, Inc. Taiwan Semi Manufacturing Company, Ltd. PRIVATE 9: 30 AM RF Micro Devices, Inc. Hardware ATMI Incorporated TBA Catapult Communications PRIVATE 10: 00 AM Novellus Systems, Inc. Panel - PC Evolving Systems, Inc. Micrel Semiconductor, Inc. Rhythms NetConnections, Inc. PRIVATE 10: 30 AM Linear Technology Corporation PairGain Technologies, Inc. Hutchinson Technology, Inc. Corsair Communications PRIVATE 11: 00 AM PMC- Sierra, Inc. Applied Voice Technology SCC Communications 4FRONT Technologies PRIVATE 11: 30 AM Uniphase Corporation Cirrus Logic, Inc. MMC Networks, Inc. Power Integrations, Inc. PRIVATE 12: 00 PM Luncheon Panel - "Views From the Buyside" 1: 30 PM Check Point Software Technologies Creative Technology Ltd. ITRON, Inc. Aavid Thermal Technologies, Inc. PRIVATE 2: 00 PM Synopsys, Inc. Plantronics Inc. TranSwitch Corporation Proxim, Inc. PRIVATE 2: 30 PM Ingram Micro, Inc. Communications PSC Inc Point of Sale Ltd. PRIVATE PRIVATE 3: 00 PM Avid Technology, Inc. Panel - ZIMITS HMT Technology Corporation Elantec Semiconductor, Inc. TBA PRIVATE 3: 30 PM QUALCOMM, Inc. Hughes Electronics Corporation ISOCOR TBA NICE Systems, Ltd. PRIVATE 4: 00 PM Conexant Systems, Inc. Star Telecommunications Advanced Digital Information Corp. Aspect Telecommunications DSP Group, Inc. PRIVATE 4: 30 PM Motorola Satellite Communication Rambus Inc. Iomega Corporation Datum, Inc. VocalTec Communicatons, Ltd. PRIVATE 5: 00 PM TBA Cabletron Systems, Inc. TBA SpectraLink Corporation Madge Networks, Inc. PRIVATE 6: 30 PM Cocktail Reception - "Battle of The Industry Bands" - Great American Music Hall Buses will depart Post Street lobby of the Westin beginning at 6: 15 PM until 7: 30 PM and will return to the Westin beginning at 8: 00 PM until 10: 30 PM THURSDAY, APRIL 29 - INDUSTRY FOCUS: Communications - Systems & Semiconductors Grand Ballroom Colonial Room Elizabethan A/ B Elizabethan C/ D California East California West - Private Presentations 7: 00 AM Qwest Communications, Inc. Pinnacle Systems Inc. Evans & Sutherland Computer CoNetopia, Inc. PRIVATE PRIVATE 7: 30 AM TBA Gemstar International Group Ltd. NVidia Corporation Read- Rite Corporation Digital Microwave Corporation PRIVATE 8: 00 AM Amazon. com TBA Verio Westell Technologies Optical Coating Laboratories, Inc. PRIVATE 8: 30 AM Solectron ARM Holdings plc Inacom Corporation Excel Switching, Inc. PRIVATE PRIVATE 9: 00 AM CIENA Corporation quiet period nMentor Graphics Corporation IDT Corporation Comverse Technology ECI Telecom PRIVATE 9: 30 AM EMC Corporation Carrier Access Corporation Artisan Components, Inc. Advanced Fibre Communications PRIVATE PRIVATE 10: 00 AM Sanmina Corporation Terayon Communications Avant! Corporation Verilink Identix, Inc. PRIVATE 10: 30 AM KLA- Tencor Corporation Global Crossing, Ltd. SDL, Inc. TBA PRIVATE PRIVATE 11: 00 AM Infineon Technologies Tekelec FLIR Systems, Inc. AdFlex Solutions, Inc. PRIVATE PRIVATE 11: 30 AM TBA TBA Electronics For Imaging Inc. Bell Microproducts, Inc. Daisytek International PRIVATE 12: 00 PM Analyst Wrap- Up : Communications - Systems & Semiconductors *A box lunch will be available starting at 11: 30am in the Italian Foyer.

To: Justa Werkenstiff who wrote (4748)	4/25/1999 8:07:00 AM
From: Justa Werkenstiff	Read Replies (1) \| Respond to of 15132

Micron and DRAM pricing ** My note: Most producers are profitable at $7.50 and above. Micron Technology share price reflects DRAM price falls -- analyst SAN FRANCISCO (AFX) - Micron Technology Inc's share price has largely discounted the recent decline in DRAM prices, Gerard Klauer Mattison analyst Jack Geraghty said. Micron closed up 15/16 at 37-7/8, while the Dow Jones industrial average closed down 37.51 points at 10,689.67 and the Nasdaq composite index ended 28.77 points higher at 2,590.31. "If the stock does not reflect a worst-case scenario (for DRAM prices), it's a close second place," Geraghty said. He noted that Micron's shares have fallen over 50 pct since Feb 4, when they reached a high of just over 80 usd. According to industry sources, prices for 64 megabit PC100 SDRAMs fell this week to 7.50 usd from around 9.50 usd at the beginning of the year. Geraghty said that the completion of the merger between Hyundai Inc and LG Semicon Ltd is unlikely to have a negative impact on Micron, as it appears that the combined entity is still looking for financing to expand capacity. Also, Micron will oppose any proposal that IMF financing be used to expand chip capacity, Geraghty said. Geraghty said it is not clear which producers are responsible for the growth in DRAM supply, but noted that personal computer demand has entered a seasonally slow period. "It could possibly be Taiwanese producers, or fabrication plants where Japanese companies have outsourced production," the analyst said. He added that Japanese DRAM producers, such as NEC Corp and Matsushita Electric Industrial Co Ltd, who were expected to reduce production after the end of the Japanese fiscal year to March, could be behind the "incremental supply." Earlier this week BancBoston Robertson Stephens analyst Dan Niles lowered his Micron rating to a long-term attractive from strong buy. In a note to investors, Niles said he has lowered his EPS estimates for the third quarter to May to 7 cents from 23 and to 24 cents for the year to August from 75 cents, based on the decline in DRAM prices. "Pricing following the end of the Japanese fiscal year-end continues to fall and now is in the low 7 usd" range, Niles said. "We believe that at current prices, many vendors are once again heading toward breakeven profitability. The next demand pick-up likely will be in the pre-back-to-school season. As a result, we anticipate becoming more bullish on the stock around August," he added. Geraghty expects Micron to report full year EPS of 62 cents, compared to consensus expectations of 44 cents

To: Justa Werkenstiff who wrote (4748)	4/25/1999 9:41:00 AM
From: Kirk ©	Respond to of 15132

RE Ponzi: Too bad, I missed a good opportunity it seems.... I already am on record of telling people to take their profits if they got a triple and play with house money. The whole idea was to play on the MINE IPO for a "drafting effect" and it worked. Some have taken profits and some have even pulled all their money out. Maybe next time I can study this Ponzi guy and do it right? 8) thanks for the explaination, btw. What is interesting too, that I learned this last 12 months, that a well respected investment guru can hold a small company up while others around it are decimated in the market. UTEK should have been selling for less than book value, like book less 1 to 2 yrs burn rate, at the bottom yet its price held steady. UTEK traded like a clipped sine wave so an upgrade in Marketimer might be the signal that the cycle is going well again. (I had a BUY on UTEK at $14 but not too many were excited about tossing more money at this one even though it does seem to be the right price in hindsight)