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To: jhg_in_kc who wrote (148786)	12/8/1999 6:26:00 PM
From: TigerPaw	of 176387

something must prick it. I am a bull these days, so I am betting the bubble won't burst in the near future, but if you want an opinion on what will burst it eventually, it will be a highly leveraged speculation, probably by some hedge fund, that goes sour and and starts taking lenders down. The corollary, it will still recover because we are still in the middle of a once in a lifetime paradigm shift in the way the whole world's economy is evolving. TP

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To: jhg_in_kc who wrote (148786)	12/8/1999 7:06:00 PM
From: calgal	of 176387

National Instruments to provide hardware to Dell AUSTIN, Texas, Dec 8 (Reuters) - National Instruments Corp. (NASDAQ: NATI) said on Wednesday it would offer its measurement and automation hardware as an option in Dell Computer Corp.'s (NASDAQ: DELL) workstations aimed at engineers and scientists. The hardware will be offered in Dell's "Precision Workstations" starting in the first quarter 2000. "More and more, companies want computer-based solutions over traditional equipment for measurement and automation applications," said James Truchard, president and chief executive of National Instruments. "It is imperative that National Instruments continue to align itself with computer industry leaders such as Dell," he added. National Instruments shares closed at 29-1/16, down 13/16, on Nasdaq, while Dell shares were down 1-7/8 to 43-1/2.

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To: calgal who wrote (148789)	12/8/1999 7:10:00 PM
From: calgal	of 176387

What is Dell doing? There is a Plan... obviously. You just have to look at the "Big Picture!" :) Leigh Lante, online market developer, plans $50 mln IPO WASHINGTON, Dec 8 (Reuters) - Lante Corp., developer of solutions for emerging e-commerce markets, filed with regulators to raise as much as $50 million in an initial public offering. The Chicago-based Internet consulting company said its products are geared to help develop Internet-based networks that allow multiple buyers and sellers to conduct business online, according to the preliminary prospectus filed with the Securities and Exchange Commission. Dell Computer Corp. (NASDAQ: DELL), the No. 2 U.S. maker of personal computers, holds an 8.94 percent stake in Lante before the IPO, the filing said. Lante said its clients include U.S. software giant Microsoft Corp. (NASDAQ: MSFT), as well as SciQuest.com Inc. (NASDAQ: SQST), a Web-based interactive market for scientific and laboratory products, and Chempoint.com, an Internet chemical distributor that plans to launch in the spring of 2000. Lante did not disclose how many shares it plans to sell or the projected price range for the IPO in its preliminary prospectus. Those details are expected in later filings. The $50 million figure cited in the IPO filing was merely a basis for calculating the SEC registration fee, the company said. It has applied to list its shares on Nasdaq under the symbol "LNTE.O". Lante, which has about 300 employees, said it plans to use the proceeds from the offering for working capital, marketing, recruiting and hiring of more staff, upgrading infrastructure and expanding into new geographic markets. The company said it had about $21.3 million in revenue during the first nine months of 1999 and posted $28,000 in net income. The underwriters of the proposed IPO include Credit Suisse First Boston, Deutsche Banc Alex. Brown, Thomas Weisel Partners LLC and Friedman Billings Ramsey.

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To: Lee who wrote (148782)	12/8/1999 7:14:00 PM
From: edamo	of 176387

lee.......thanks as always... i concur......cycles still exist in the real world, but in investing the cycles become more compressed, shifting quickly to catch the next wave. agree with greg/your comment on shift from pc centric focus.....that is why the pure pc play, of which dell stands alone (yes all other players are seen as "more then" or "less then with a niche"), a result of the "fast follower" mentality as often commented on......but when you at the top of the pack, and you are the category, who ya gonna follow! take care lee....i see you've shifted into some profitable stuff..

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To: jim kelley who wrote (148717)	12/8/1999 7:16:00 PM
From: rudedog	of 176387

Jim - How does an earthquake know how to knock out corporate computer parts while preserving consumer computer parts factories??? Like a Thermos bottle, keeps hot stuff hot, and cold stuff cold - how do it know??

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To: John Hauser who wrote (148784)	12/8/1999 7:17:00 PM
From: edamo	of 176387

john...ot my neighbor who i already described has a brother who is a dentist......his office hours begin after the market closes.... momentum right or wrong is based on reaction to events only, who cares what the symbol stands for!

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To: Chuzzlewit who wrote (148787)	12/8/1999 7:25:00 PM
From: Venkie	of 176387

tulips.com What does it do..oh hell who cares..I will buy 5k at the opening and sell after lunch ..buy 2 k at close and sell friday...price not important. Chuzzie...I think theres a big correction coming and then we will lift off again in 2000..I am kinda spooked<honest

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To: rudedog who wrote (148792)	12/8/1999 7:31:00 PM
From: jim kelley	of 176387

Read the IDC forecast for a laugh, it implies that Corporate PC shipments were adversely affected by the Taiwan Earthquake while Consumer PC shipments are up. <LOL>

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To: Venkie who wrote (148794)	12/8/1999 7:49:00 PM
From: jhg_in_kc	of 176387

What will cause this "big correction?" Do you see earnings slowing? they are predicted to grow at 17% this quarter, and 15% the next, and the next after that. Inflation is zero; wage pressures are moderate;; the fed is neutral; trade barriers are falling; the government is running a surplus; productivity is increasing; unemployment is low. The INternet revolution is proceeding apace. jhg

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To: John Hauser who wrote (148768)	12/8/1999 8:20:00 PM
From: William B. Kohn	of 176387

Don't brag until you can have WB's success over the same timespan that he has had his. Face it, to most of us investing is an art, to him it is both art and science. He hold's a PhD., most of us hold lottery tickets. BK

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