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   PoliticsFormerly About Applied Materials


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To: mitch-c who wrote (60825)2/21/2002 10:23:57 PM
From: Gottfried
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Mitch, U shaped bookings is right. For stocks they say the longer it takes to build a base, the stronger the breakout. I doubt this applies to bookings, though. Nevertheless, we are another month closer to a bookings upsurge.

PS: I have no experience with trampolines, but insurance companies must have. When applying for a new HO policy they asked if I had one .

Gottfried

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To: John Trader who wrote (60848)2/21/2002 10:25:38 PM
From: michael97123
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ditto

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To: John Trader who wrote (60846)2/21/2002 10:59:29 PM
From: willcousa
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What I have heard is that people are taking Pringles potato chip cans and wrapping them with wire to make antennas and creating little clusters of wireless networked homes. They buy one fast internet connection and then distribute it among the group. I believe they use the 802.11 (hope the numbers are right) protocol. Supposedly this is happening in Europe as well, where the protocol is not approved for use.

I remember when people in fringe areas for TV reception would put up a really big antenna and an amplifier and pipe the output around the area to homes. When cable came along they hooked these existing systems into the cable. Then the consolidation begain. Perhaps these homegrown wireless networks will become similar.

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To: John Trader who wrote (60848)2/21/2002 11:06:17 PM
From: willcousa
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John, the only difference between you and the rest of us is that you know you are clueless, some of us are still learning.

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To: John Trader who wrote (60849)2/21/2002 11:08:28 PM
From: willcousa
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Even if it is true that the internet is a major development, which I happen to believe, it will still be hard to guess where the money is to be made from it. So I am sticking with dell intel amat and such.

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To: willcousa who wrote (60856)2/21/2002 11:17:23 PM
From: Gottfried
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willcousa, the latest "Red Herring" makes the case that tech will stagnate until affordable broadband is here. Microsoft's Xbox, for example, depends on it. [MS spent $5 per box to make it ready].

Gottfried

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To: Gottfried who wrote (60857)2/21/2002 11:21:56 PM
From: willcousa
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I can buy Red Herring's position. I don't at all know what the timing will be and I am concerned that the masses will never do anything that requires much work on their part.

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To: Katherine Derbyshire who wrote (60837)2/21/2002 11:22:41 PM
From: Cary Salsberg
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RE: "real-time, full-motion, audio/video"

I agree about information and entertainment. I was thinking more about communication. We have had expensive video conferencing for quite a while. I am thinking of inexpensive, portable (wireless) individual videoconferencing. Every communication device would have a digital video camera built in. Grand parents watching their grand kids piano recital in real time from another state, etc.

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To: Cary Salsberg who wrote (60859)2/21/2002 11:29:08 PM
From: Gottfried
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Cary, re >Grand parents watching their grand kids piano recital in real time from another state, etc.< thereby negating the blessing of being in another state! Bah, humbug. But I don't want a cell phone either. Being constantly available doesn't appeal to me at all. :)

Gottfried

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To: Gottfried who wrote (60860)2/22/2002 12:21:25 AM
From: StanX Long
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Kyocera Cuts Profit Goal 29% After Parts Prices Fell (Update3)
By Keiko Kambara

quote.bloomberg.com

Kyoto, Japan, Feb. 22 (Bloomberg) -- Kyocera Corp. cut its full-year profit forecast for a third time this fiscal year on lower parts prices and slower mobile-phone demand in the U.S. The company's shares fell by as much as 6.9 percent.

The biggest maker of ceramic casings that protect semiconductors expects group net income of 27.5 billion yen ($205 million) in the year ending March 31, 29 percent lower than its 38.5 billion yen November forecast, spokesman Hitoshi Inoue said. Kyocera earned 219.5 billion yen in the year ended March 31, 2001.

Parts prices fell after makers of components in Japan ramped up production just as global demand for mobile phones dropped for the first time in history. Investors question whether Kyocera's 10,000 job cuts and shifting some production to China is enough to improve the company's earnings.

``I doubt next fiscal year's outlook is any brighter,'' said Makoto Sakuma, who manages 100 billion yen in assets at Asahi Life Investment Management Co., which holds Kyocera shares. ``The situation will be tough on any mobile-phone-related company.''

The shares of the Kyoto-based company slumped to their biggest one-day drop since Nov. 7. Declines in Kyocera's shares will probably be limited because the company is managing to post profits, Sakuma said.

The company lowered its full-year sales goal by 2.4 percent to 1.03 trillion yen. The lower value of its stock holdings was also behind the revisions, the company said.

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