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An SI Board Since June 1997
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Emcee:  Joseph G. Type:  Unmoderated
Introduction Compact
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1838 J+ So, waht's you're take on MSFT through all of this? Asian share wasJohn H.-12/2/1997
1837 J, Re: Astriko's latest hedge. It's not quite taht good, as they don&John H.-12/2/1997
1836 J, Worse than it was painted: iht.com One above is on Russia. J+Joseph G.-12/2/1997
1835 J+, Is your friend trying to run for the President. chat.abcnews.com He chaCynic 2005-12/2/1997
1834 J+ perhaps this drove MOT today? biz.yahoo.com J ^MythMan-12/2/1997
1833 J, The idea is that you've got to look from the other end. Look from finalJoseph G.-12/2/1997
1832 J, I am not saying that there is zero demand. Demand, however much small or biCynic 2005-12/2/1997
1831 J+ See my post to J! As I understand it, current conventional wisdom is taht Janice Shell-12/2/1997
1830 J! Taht, as I see it, is a different problem. There isn't, as far as I knJanice Shell-12/2/1997
1829 J+ Only downgraded selected chipmakers..not the ones I'm interested in. biMythMan-12/2/1997
1828 Thank you, J!, for explaining the Rules to the new J. J Janice Shell-12/2/1997
1827 J+ maybe you are really Burlap.. perhaps Joe G moniker is a myth. Glad toMythMan-12/2/1997
1826 J, Dell will see US, Euro Cos. who are his customers affected by asian, etc slJoseph G.-12/2/1997
1825 J, ML (your buddy kurlak) just downgraded US chipmakers, etc on my logic. J+Joseph G.-12/2/1997
1824 J, Capitulation, aren't you? Reducing the manufacturing cost is enough whCynic 2005-12/2/1997
1823 J!, Ok, I edited my message. J!/%Bearded One-12/2/1997
1822 J, Before the wise J comes and gives you a piece of her mind, please know thatCynic 2005-12/2/1997
1821 It's not so clear. After all, what % of the manufacturing costs for Sony,Bearded One-12/2/1997
1820 J+ Maybe for the semi equipment guys; they're likely to have problems. BuJanice Shell-12/2/1997
1819 J+ >>The fallout (warnings, actual reports) is just beginning ... JMHO&lMythMan-12/2/1997
1818 J, But the techs are different, asia is their bread and butter, for lots of &#Joseph G.-12/2/1997
1817 J, Yeah, but it's been here a month or so ago. I think aiming at projectedJoseph G.-12/2/1997
1816 J+ Nope. Choosing wisely is a must, waht with earnings warnings starting agaiJanice Shell-12/2/1997
1815 j-- <i>Astriko's latest hedge was kinda interesting, think?</i>Janice Shell-12/2/1997
1814 J+, Congrats on Altera. Assuming you are still short! J!Cynic 2005-12/2/1997
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