Modified | DDT |>| THU.FEB,000210,14:58-4 | CoSy/Home ; CoSy/Current         ?Wha?         BobA-In-Y2K.org © Bob Armstrong .


Previous :
CoSy/Current<=9912
 
  ============================: SAT.JAN,000101 :============================
[ 991204|  A few of the Great Thinkers of millenium : DaVinci ,
 Descartes , Newton , Gauss , Reimann , Maxwell , Cantor , Hilbert , Edison ,
 Einstein , Tesla , Yilmaz , Thom , ]
[ 000105| Last book read in 99 : Milton & Rose Friedman : Free to Choose ,
 1980  ]
  ============================: TUE.JAN,000104 :============================
|9:24| CSPAN : Carl Cannon , National Journal :  Disgusting Clinton sycophant .
 1st call from one of his CONed Female victims who says just let his crimes
 go - he`s perhaps her favorite prez .  NEVER ! 
|9:33| Great Male caller on Moderate line . I am too enraged to possibly
 call .
|12:35| I`m attacking my biggest achilles heel : Taxes forms .  
|18:52| CBS News :  Kamran Elahian  presented as example of
 American Dream , has linked 4000 classrooms around world to WWW . I met
 Kamran back in `89 when he was about to drop a fortune into his Momenta
 notepad computer . He said some of my writing made his head hurt .
  He was into pre-linguistic icons .
 Stayed up late watching movie "Country" about Government  FmHA  liqidating
 farmers ( apparently > 240,000 ) in the mid 1980s . Comments about Gov
 inducing them to get loans , then putting embargos on all sorts of potential
 trading partners . Unintentionally(?) Libertarian . Clearly portrays the
 Government as being as or more dangerous than any private business
 counterparty . 
  ============================: THU.JAN,000106 :============================
18:30|   Libertarian Junto  JOAN KENNEDY TAYLOR talking about SEX, MEN AND
 WOMEN IN THE MARKETPLACE .
18-20| 484 Broome . Grant Gal . BOKOV .  Great Show ! 
18-20| 529 W 20 . Cristinerose . Cyber Drawings .
  ============================: SAT.JAN,000108 :============================
10-12|  Queens Libertarians  Jeffrion Aubry , NYS Assembly (D-35th) : Repeal
 Rockefeller Drug Sentencing . Bohemian Hall , Astoria NY .
15-21| 23 S 129 . Gallery X .  Y2CLAY 
18-20| 31 Mercer .  Feldman  Warhol
18-20| 529 W 20 .  Stephen Gang Gal ; Kim Foster .
18-20| 531 W 26 . Lombard-Freid .
  ============================: TUE.JAN,000111 :============================
 Finished Ayn Rand : For the New Intellectual , 1961 . John
 Galt`s speech is too long . 
NY1 | Bicycle Accidents in NYC in   `99    versus          `98         (|
 Total  |                       RND 4600 x MARKUP .1   |>| 5111
 Deaths |                       RND  34 x MARKDOWN .75 |>| 19          |)
 See :  CoSy/MotorBoarding 
18-20:30|  BitsBytesBar  . Bayard`s . 1 Hanover Sq . Comps , ChaseManhattan .
 Some interesting comments from  Kozmo.comys :
 .12  12%  of video titles rented are Porno . They ran out
 of stock on condoms & KY jelly in their first few days .  They currently
 have just 2 distribution points in Manhattan but will have more soon .
 I told them I think their business model is beautifully simple & solid ,
 but their first TV ad sucked . They agreed . The current ads are much
 less irritating . 
  ============================: THU.JAN,000113 :============================
16:15|  NYSBC   Bell Microproducts . Harry`s @ Hanover
Eli Bell :  PressRel 01/12 : 2B$ over 4 yrs TGSP agree w IBM .
 ( IBM : 2700 patents issued this yr ) . History of .32 CAGR since `95 .
 .33 CAGR E%S . ( only .02 this yr due to acqs & --
 NetworkAttached Storage . .63 of 1.2B$ sales are disk drives .
 Gettin 1M$ "i2" Supply chain mngt software ; expect 2x inventory turns worth
 .16 e%s .  Virtual warehousing .
 Gross margin .085 ; Op margin .02 , down from .032 .
 Distribute a basket of hard drives .
 Growth last yr .83 , internal .35 sales . | P%E 7.9 |
|17:16| Qs : 9M shares out , half float . Inst holders : Spinaker .
 another .2 options .
 Rep in FL of recent ( cheap acq ) was donor to Clinton / Gore .
 Unfortunately , South American , not US citizen . Fled US w cash .
 Bought Cndn Co cheap too . was 30M$ sales , now $100 .
 Stock up abruptly ~ noon ystdy .
 aiming to be largest mass storage distributor - beating Ingram .
 WW rev  3-5B$ in next few yrs .
Abe : Dividends in any form ? not planned .
HenryL : BoD ? x- Chips & Techs , , ex Pres Electronics
 Ex CDC prez .  Eli Bell himself : VP Warberg , Sutra , engineer , MBA .
 Board ' independent to a fault ' . 
19| LPNY & NYCLO : Running winning campaigns . 323 5 Av ~ 32 St .  $40
|19:32| Roy Innis :  2k at din on mon MLK.BD .
 Hillary going to Sharpton event w get 200 .
 CORE invited Hillary & Gore : demo strange game being played .
 Also invited Bush Jr , Jim Nicholson w b there .  McCain invited .
 Pataki never attended CORE fn . Have largest King affair in Country .
 D`Amato - supported when was Alfonz Who? in Harlem .
 Need to crack that nut . Roy got more votes against Dinkins than Sharpton did
 against Messenger . Tilt to ingraciat w most objectionable personalities .
 Why sharpton , so popular - Autobahn nice road .
ME : Press not take most credible ; Media institutionally stupid
|19:45| Innis won statan Island Queens .  130k votes tot  on 100k$ .
 Beat out Badillio & Stein
|20:42| Gary Popkin :  Get elected to School Board . Bully Pulpit .
 200 petitions , 30 - 50 % hre @ Subway stops . 5 wks to collect . can win 1
 of 9 positions on proportional representation w .1 of vote .
EdWiesman  : Mark started campaigning couple of yrs ago .
 Sabrin got 115000 votes , > .05 of NJ vote . |  RealEstate empire over years
Ken Kaplan NJ Gov `93 - got cold call .  Got exposed to  NY  Libertarian
 pty in  `73 when saw TV ad for mayor .  Same Media Mkt
|20:52| MarkE : People being opressed w tyranical power .
 was @ meeting in MN .
 DougFriedlein : asked JV to run .  Also met  Trump .
  key is to get press to pay attention .
 Is gambling Family Farm . Press receiving him well : Reporter Hartman
  left Drug war to next time . Help any way you can . Went to MN w John
  Morrer .   Max 2100$ for his .
 Msg Drug War - aids in women . Essix cty most .  .2 of registered voted .
 Speech Hacketstown - rural - agreed not winning . Legislature stop
 practicing medicine .  Most importantly - heroin .  
  If wealty & influential just say didn`t inhale ,
  if Black & poor you go to jail . 
Qs :  Bonnie : bus ?  Mobile office .  || prisoners to Alutian gulag .
 Other isues : Confiscation thru taxation .
 NJ Car ins rates ? Build busn on other people`s ideas & finding people to
 implement them . Sabrin : natnl mailing , matching funds .
 Murrey spent close to 1M$ , Friedlein spent  $400k .
 Assaulted in home by , they lied - Involved w ERA Realestat w MikeJackson
  wi portable faxes color mkting .  sold to CDC .
 Started Repub cong Jim Quarter . One Police officer digruntled Busn
 partner . NJ 1st Articl :  People secure in homes .  Have tape of event .
 If can have wrestler in MN , can have realator in NJ . Doug Green . 
  ============================: FRI.JAN,000114 :============================
Evening :  Dave Sheeran`s new place : 4th , Bowery << 2nd .
  ============================: MON.JAN,000117 :============================
Over weekend SHOW  read "Tom Swift in the City of Gold or
 Marvelous Adventures Underground " Victor Appleton , 1912 . Tom & buds rob
 and trash some Aztec ruins . Surprised by bad science : notion of gas "more
 powerful" than Hydrogen for Tom`s portable ( via ox-cart ) dirigible
 balloon . 
    " ... Come on, we`ll get out the Torches. "
    " These electrical contrivances are familiar to all Boys. A small electric lamp is set in the end of a hollow tube of tin, and about the lamp is a reflector. Dry electrical batteries are put into the tin tube, and by means of a push button the circuit is closed, illuminating the lamp, which gives a brilliant glow. Tom had a special kind of lamp; with tungsten filaments, which gave a very powerful light, and with batteries designed to last a long time. A clip on the spring controlling the push button made it so that the lamp could be made to give a steady glow. Thus they were well prepared for exploring the tunnel. "
  Edison`s original ( DC ) power plant @ Pearl & Fulton ran
 from 1882/09/04 til 1917 . 
CSPAN : ShannonReeves : Freedom Fund : Confederate flag == schwastika
  ============================: THU.JAN,000120 :============================
 Equities Mag  17th Winter Conference Reception . MorganWilliams .
NY1 :  NYPD has siezed 1458 Cars for DWI in last yr . 
  ============================: FRI.JAN,000121 :============================
 Equities Mag  17th Winter Conf .  Seaport Suites . Unedited Notes :
|11:43| Ceradyne : Joel Moskowitz . Ceramics - light weight armor
 vests w kevlar . Shatters .50 cal machine gun bullet .
 Subsidiary : Semicon : magnets . microwave cathodes . Laser cathodes
 | Derfadyne doing quite well , hired IPR co in LA . Press Rel - out ystdy so
  can talk today | founded `67 . Body diveloped from Helecopter armor ,
 starting  Contract - got  1st 7.5M$ payment . Kevlal  400 , this 1400 .
 5000 vests .  .25 | 20 yr old tek | aud : defense
 Rcvd E&Y Entreprenure award - for taking missle ceramic to dentistry .
 Significant patents . | cold powder pressing . pressing dies - diamond
 grinding . > 2k C : grafite . lots of cash & credit . $ | E 6 x 8.2E6 |>|
 49.2M | 21.4 .945 .12 x 4 % 3 |>| 28.53 1.26 0.16
 Book : 3.5$ %
 have backlogs like never before . expect real pop this yr .
 plan 100m in 5 yrs .
 stock been in 3-4 $ price .
 future semiconductor 300mm wafers w need non-oxide ceramics like they
 make - finer lines mean more corrosive - erosive environment - did ~2M$
 Detroit deisel  cam rollers -  .5M mile warrenty s $10 . | fuel pump
 last year . |
 ortho , indust ( glass tempering furnace parts  | .2 .4 ,
 Blue chip receivables .
 Silicon & aluminum oxides & nitrides .
 maybe new plant for armor , dental ,
|14:20| Eiger . Interesting path from Metal fab to low emi ballists - to
 Korean design . - value is distribution & sales . 1.2 on 13$ 56k mode |
 e-machine ,
|14:31| Veronex : Was - oil & gas . went BB  7k+ shareholders , now Software
 Bought TomPrice`s I|Nova fin software
 Tim Heit | cust HK & Shanghai bank  Clinton defender . 
 Ap Develop - |    Rapid aps devel tools
 Generic fns |   MVS ,  Delphi ,  , not yet in Linux
 30 days to write app mngr .
 Custom software -   SQL - ODBC interface .
 Design frm top down , build bottom up .
 Strategic partners - license to Sys Intigrators
 Asia project .
 First analyse business process - forms , etc .  make data dictionary .
 I/O matrix | simulate on PCs .
 Busn process designer : like Org chart .
 Data base designer like MS  Access or any orhe  . w all triggers , etc .
 Screen Designer
 Data centric COBAL analyzer . 1M lines % hr .  .5 - .7  logic capture .
 S.A.P.  & Anderson Consulting down because R3 crashes .
 unfilled orders
 4.25  | 9 patents pending .  | Tom Price created PRO-IV 4G lang .
 Euro & SSAN changes .
 , enterprize scale software . single propretor up |  .5M$ up
 Busn partner | b-B e-commerce bank consortium  5600 bankes inn 33 countries
 Apr 6 finish beta test .
 5M$    | 2M devel , Lic : 3M$
 5 banks in eav of 5 countries .
 .3 share of net profit .  Transaction fees - 60 - 200 $ % transaction .
 Want installed base of 1M customers by eoy . 50 - 60 - 100M $ by eo y xact
 fees .
 Connects thru EDI sceme to ERP Fin Systs . Multi bank funds mngt .
Own Data  -   super server ctr in Hawaii . |16:28|
 4+3/8  194k | 7. 1st half 2000 .   expect .3$ this last month . 
20| 25th annversery Artist Talk On Art . Phoenix Gal  568 Bwy & Katz
  ============================: MON.JAN,000124 :============================
 PortableDesign2000  SanDiego CA
  ============================: WED.JAN,000126 :============================
|15:57| CSPAN : Schumer :  Margin debt up a lot in Nov & Dec .
 Greenspan : no relationship between margins & prices . Large investors not
 effected by Margin levels . Doing lots of thinking abt problem .
 Christmas Purchases ?  
  ============================: THU.JAN,000127 :============================
18-20| 537 Broadway @ Spring . EmilyHarvey . CaroleeSchneemann
  ============================: FRI.JAN,000128 :============================
|10:13| CSPAN2 : OSHA Home Office Standards hearings :  OSHA is
 Dangerous , Dangerous , Dangerous !  This is a department
 which should be privatized and made a voluntary association whose
 certification employers could seek .
 BobSchaffer(rR-CO) Great ! 
|12:24| McCain :   trying to be as Candid as "Possible" . 
NY1 : First DWI arrest at check point dismissed because statments of cops
 fraught with inconsistancies .
GRID , RealEstate & Design Mag : Jan,Feb 2000 issue , p86 : 
 "legal bills for affordable housing development can run up to five times
 more than those for market-rate projects of comarable size ." 
  ============================: SAT.JAN,000129 :============================
|11:44| Ch63 : Eye on Asia : Republic Day : 50th anniversery of Ambedkar`s
 Indian Constitution . 
 Its provision of Equality of Opportunity and Status is violated by India`s
 pervasive Statism . 


 CoSy NoteComputing Environment & Language ;
CoSy The
NoteComputer
 Current , WallSt , MotorBoard , Art
Feedback :
bob@cosy.com
NB : I reserve the right to post all communications I receive or generate to CoSy website for further reflection .