============================: MON.JAN,010101 :============================
New Year`s Day : ShainBard ; 516-997-5790 ; 683 Irving St . Westbury NY
============================: WED.JAN,010103 :============================
20-1:30| 19 W 24 . Cutting Rm & Ridge St Gal . Several Bands . $5
============================: THU.JAN,010104 :============================
18-20| Mod Cult @ Gershwin Hotel , 3 E 27 . Yoshua Okon : Cockfight .
18:30| Libertarian Junto . NYAS , 2 E 63 . Gregory F. Rehmke Dir of High
School Outreach F. Econ Ed , Irvington-on-Hudson NY , ed : FEE`s
freespeaker.org. : Texasworld!
How Markets Can Deal With World Emergencies .
============================: SAT.JAN,010106 :============================
18-20| 31 Mercer . FeldmanGallery
============================: MON.JAN,010108 :============================
I`ve copied this from the Kx.com listbox because of it`s Political.privacy
implications . Arthur Whitney`s "K" is the language I am continuing the
evolution of CoSy in .
Subject: RE: billion ticks
Date: Sun, 7 Jan 2001 19:55:47 -0500
From: "ebb"
Reply-To: kdb@listbox.com
To:
is this as big a deal as i think it is? ive searched cyberspace. there is
only 200,000,000 million [sic] cars in the US according to 60 minutes.
-----Original Message-----
From: owner-kdb@admin.listbox.com [mailto:owner-kdb@admin.listbox.com]On
Behalf Of arthur whitney Sent: Saturday, January 06, 2001 6:56 AM
To: kdb@listbox.com Subject: billion ticks
on thursday(jan 4) steve miano, ed bierly, keith mason and i
loaded 1.5 billion trades and quotes on a 50cpu linux cluster.
simple table scans on 600 million trades, e.g.
select distinct sym from trades
select max price from trades
take less than 1 second
multi-dimensional aggregations, e.g.
/ 100 top traded stocks
100 first desc select sum size*price by sym from trades
/ daily high and close
select high:max price, close:last price by sym,date from trades
take 10 to 20 seconds
translating the data from TAQ to kdb took about 2 hours.
(steve had loaded the 200 TAQ cd's onto several disk drives.)
distributing the 60gigabytes over the 100Mbit ethernet took 2 hours.
(this cluster should probably have Gbit ethernet)
| NHampshire Libertarian Nashua State Rep : Tom Alciere
============================: WED.JAN,010110 :============================
19| Manhattan Libertarian Annual Convention Nikolai Fine Art , 505 W 22 .
Punk Mag : CBGB Gallery . w NiagaraDetroit . Prisoner Rape Bene $10 .
Interesting site : profaneexistence.com
============================: THU.JAN,010111 :============================
19:30-21:30| NY YOUNG REPUBLICANs : Dick Morris , founder vote.com .
Amer Assoc Univ Women, 111 E. 37th St. ( Park << Lex ) 212-533-4940
============================: SAT.JAN,010113 :============================
18-20| 529 W 20 . Kim Foster .
============================: TUE.JAN,010116 :============================
18| LP-Manhattan w b there : WetLands , 161 Hudson . Ending the Drug War
============================: THU.JAN,010118 :============================
17-20| 594 Bwy #305 . Atelier . John Sepastian : surface paintings .
============================: SAT.JAN,010120 :============================
383 W Bwy . OK Harris : Mark Abrahamson . abstract aerial fotos .
============================: MON.JAN,010122 :============================
18-20| Bits , Bytes & Bar . 31st Floor 14 Wall Street Restaurant . RSVP
============================: TUE.JAN,010123 :============================
21-23| Antoine Perich . Gershwin Hotel & Willowby Sharpe 7 E 27th . RSVP
============================: THU.JAN,010125 :============================
18:30| NY SigAPL Soliton Linux APL
============================: SAT.JAN,010127 :============================
16-18| 59 Franklin St #B2 ; Kurt Delbanco @ Amos Eno Gal.
22| ABC ; John Stossel Goes to Washington .
14:30-16:45| Barbara-Ann-Slitkin . 331 E 10th St . Tomkins Sq Gal .
============================: TUE.JAN,010130 :============================
-0202| LinuxWorld Javits
16:15| NY Stock Brokers Club ACLS : Axcelis Tech . semiconductor mfg equip .
Spinoff of Eaton`s . Harry`s @ Hanover .
|16:46| NYSBC : Jan-Paul van Maaren : 6th largest .
| Brian R. Bachman , V.Chr CEO : up .67 since November
ACLS : 20 yr old 1B$ IPO , acqed by Eaton `80 .
IPO for .18 of common , 15 x oversubscribed .
Remaining 89M Shrs went to Eaton holders as of eo 00 .
Watches consumer confidence . WW rev $ 941E6 .
service 19 countries .
Wafer fab equip .18 LT CAGR | End of a food chain .
Wafer fab $1B | raw silcon , ion injection to create + - regions
in , then dry strip . .. Axcelix in Transition formation - ion implantation
hi energy , current tilt , , 0 0 2 mkt position .
how to leverage . acquiring tools either side : dry strip
consoldated .09 mkt share grew thru consolidated .
.14 of 500M$ mktg | 50 , 300 mm wafer fabs |
RapidThermalProcessing . aiming to continue mkt share growth .
gross margin expansion . 5 yr ago .35 , | doubled production in 2000
each tool has > .5 margine . 2000 had .44 GrsMarg .
|17:3| Neil Moses , CFO : How to react to changes in demand . : Buffer , like
`98 or capitalize on hi like `00 . July IPO | 941 514 | Gross , Net | less
Japan JV : 680 397 | aiming @ > .5 GrossMargins , acqs accretive to GM .
Best indicator : Earning before GoodWill
no significant debt . $168M cash | AR Days outstanting 66 vs 81 in `99
Where goes 2001 : Macro ? ; Semi ? are seeing push outs from Q1 to Q2 , few
cancelations | PacRim do cncl .
680 % 3 |>| 226.67 | sees soft landing & recovering .
|17:11| ? | 300 mm , new or referbish ? new | 800 fabs WW , old ones do
old | still sell some new 150 mm machines tho no new fabs .
.15 to .25 of rev - Internet monitoring of customer fabs .
only 2 300 mms now , US , Germany . wafer size doubling ever 8 yrs .
looking @ configuration of next gen . Whole fab @ time .
1.3 - 1.6 x price of 200mm . 8 x 8 x 15 ft , 6000 parts + software .
test for month . disasemble , ship , reassemble .
Cisco doesn`t own anything but IntProp .
eo99 : 1st ship from cell , now .4 of sales that way . improves cycle time
supply side shortened by same amnt .
moving to have modules 3rd pty
Asset velocity /
2001 300mm w b lower margin because in house testing .
Competitors ? Dry strip : Matson , Aplied Mat , Ion : Nisson ; historicaly
done well against them .
Mike Storm : How much mngt own ? Not enough - .08 , .039 options .
no founders in company . everybody been buying on open mkt .
IPO options were $22 . Eaton options : $9 .
Abe : R&D & new prods ? .1 gross on R&D , w Japan JV , > $100M .
300mm over last couple yrs . aiming @ 2003 2nd gen 300 .
.1 to .15 increase on R&D .
Period of neg momentum .
125 - 190 M $ % Q internal modeling range .
mkt has not been brutalized . up .26 in Dec .
Focus on booking excessive : can cancel up to start of production .
TOT 20 Customers .
US & Euro cap ex planning : neg momentum ~ as severe as had expected .
|17:33|
17-20| 255 W 43 ~ 8th . Times Sq Lobby Gal . Nicholas Bergery & 100 others .
18:30-21:30| Knickerbocker Gallery 121 Division St . Group .
|