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disintermediation Last updated on March 20,
1999
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disintermediation means becoming the middle person between the buyer and seller. On-line systems such as Amazon.com means direct sales take on a whole new meaning. I would look for a Amazon Wal-mart connection if not merger.
AOL can do what Sears did.
The Sears brands were produced by OEM ( original equipment manufactures ) with Sears keeping a very tight control of quality and margins. Many of their providers became dependents. B2B means the intermediary can arrange shipments from the provider to the buyer and become the super market of the world.
Something missing:
An astro-physicist has said ‘ there is no reason that people should be ever be able to
understand the universe’. Our biological and intellectual background is so naturally limited by our life experience here on Earth. We have no way of comprehending or visioning space time plasma that behaves in ways impossibly strange to our ways of being and knowing. Atomic physics involves models that are not intuitive - even counter- intuitive.
Most people who have ever lived on this planet, were born and died within a fifty mile range.
Their perceptions are defined within what is called a tribal culture - part real and part superstition. Applied rational knowledge is fairly modern as a cultural style and still not seriously or firmly established as a norm.
The irrational base of human understanding is clearly demonstrated by politics and commercials.
NOW as we enter into a global technical society our social world is as little understood as the physical.
The new world order - lacks a vision or social psychological foundation.
]
The technology itself is revolutionary.
The global economy requires new models of thought. It’s not surprising that it is difficult and there is a lot of active and passive resistance.
The leaders and leading institutions often don’t get it. Non-linear, transactional, mutually dependent rapid change appears to many as anarchy and chaos - morally questionable and in conflict with traditional values. That is because global transformations are a real revolution. Serious changes are disruptive of the existing order.
Keeping Track:
It’s difficult keeping track of individual stocks when
the market make large moves.
There are several markets ( variables ) that
intervene in the action of stocks. First, global markets, influenced by
interest rates, currencies, and relative price safety factors; Second,
the buying and selling of index options and futures that make movements
bigger than they would be otherwise, and only third; the acctual value
and future of companies and the industry they represent.
Looking back I have compared prices on Nov 5th with
today, Nov. 18th. Most of the portfolio held rather well.
There was a difference
between selling stocks that drop 3% on stop loss orders and buy and hold.
Buy and hold left the value of the portfolio up 14 % ( down from 20% ),
sell and buy when the S&P hit 860 gave a total return of 18 % ( down
from 20 ) doesn’t sound like much, but 3/16 = 19 % better and we were protected
from a bigger drop.
The use of options more than covered the down side
with a net cash gain ( 500% on at risk capital ) which we are now looking
to invest. ( should have done more )
Almost all the net gain are in the satellite companies
we bought in August ( up over 50 % ) the rest has been up and down and
average 10 %. Real gains comes from "industry of the future", the IBM,
Microsoft, growth companies.
The global communications industry is such
a growth sector and the owners of satellites and broadband / Wideband will
be the industrial leaders in a few years. How the others, cable companies,
telephone, Web-TV, equipment and network companies come out is less than
clear. That leaves DGII (DIGI International), DIGI ( DSC Communications),
GSTRE (Globalstar), IRIDE ( Iridium), MOT, LOR, SPOT, OMPT, SAT, TGO, TRW,
Hughes, WCOM, DT, ERICY, ALA, Philips, CQ, ORBI, ONSI, SAT and some companies
that will benefit for global services on a vast scale - Netscape ( NSCP
), Oracle, Excite (XCIT), Intel ( INTC), the noise group Sun Microsystems,
IBM.
The core of communications is the base of the
next
revolution. Satellites connected to
earth stations
with super broadband wireless and cable connecting to "smart universal
modem ( or digital connection to replace the analog )s" for network computers and universal communications utilities including
TV.
User
wiredbrain password synergy
http://www.techweb.com/investor/feed/stockRes.cgi
dailystocks most
excellent information
The
report
illustrates just how dominant the computer sector of the economy
has become as technology has become increasingly advanced. .. For example,
the study found that the average wages of those who provide high-tech services
are, in Kazmierczak's words, "phenomenal," with high-tech employees earning
73 percent more, on average, than private-sector employees. Providers of
software services in particular, he said, are finding current economic
trends to be extremely favorableSTOCK
Watch: up 25 % since Aug. 5th user "wiredbrain", password "synergy"
Notes and comments
on the market
Futures:
GLOBEX
PRICES
key
200 day support level.
GOING
DOWN GOING UP look at this....
NEXT
SUPPORT AT 860
http://www.stocksite.com/
MARKET MONITOR
Technical Analysis: Market was stuck in a trading range
from 870 to 980: When it goes below 900 the next "support" level is at
880 etc. This is why it's important to have stop loss - but when they begin
to hit it drags the market down more.
The OEX short positions will more
than cover any loss on the stock long positions, at 876.98 - 60
The dead
cat bounce on Tuesday and maybe more. TUESDAY:
CLOSE
OUT SHORT POSITIONS AT OPEN AND BUY Stocks after 860 -
Hang Seng 9,059 - 13.7 % FTSE ( London ) - 5.83 % BUY
Bonds and dollar are strong -
OEX down from 930: call down
to 10 (+13 ): put up to 76: ( + 48 ) 1 point = $ 100
Sell
Dec 930 call .oewlf at 33 3/8 or buy Dec 930 Put .oewxf at 28 1/4
PORTFOLIO FOR wiredbrain - wiredbrain "synergy" is really
good -
The fine art of
chart
reading:
The
top ( people sell )
at S&P 500 980
,
TOP 970, 960 and start buying at 940,
930,
880 maybe support
Today's Stock picks:
ERICY,
LBTYA,
ATI,
NXTL,
ORBI,
OMPT,
CIEN
ALA, ASND,
ATHM,
CQ new,
DCI,
PRMS
new,
TCOMA,
TCOMB
CSCO,
SEE PORTFOLIO USER "WIREDBRAIN" PASSWORD "SYNERGY" AT THE BOTTOM OF
http://quicken.excite.com/investments/portfolio/
-
"wiredbrain"
Asia and Europe
UP
and down

Thurs. Oct. 23rd ( need to make money in DOWN markets
)
World
Markets
CNNfn:
European
markets responded
Sell
Dec 930 call .oewlf at 33 3/8 or buy Dec 930 Put .oewxf at 28 1/4
Sell Dec 930 call .oewlf at 33
3/8 or buy Dec 930 Put .oewxf at 28 1/4
http://webservices.pcquote.com/cgi-bin/cboeopt.exe?TICKER=oex&ALL=1
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