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  ============================: 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  $10 .
 Interesting site :   profaneexistence.com 
  ============================: THU.JAN,010111 :============================
19:30-21:30| NY YOUNG REPUBLICANs : Dick Morris , founder  vote.com  .
 Amer Assoc Univ Women, 111 E. 37th St. ( Park << Lex ) 212-533-4940
  ============================: SAT.JAN,010113 :============================
18-20| 529 W 20 .  Kim Foster .
  ============================: TUE.JAN,010116 :============================
18| LP-Manhattan w b there :   WetLands  , 161 Hudson . Ending the Drug War
  ============================: THU.JAN,010118 :============================
17-20| 594 Bwy #305 .  Atelier  . John Sepastian : surface paintings .
  ============================: SAT.JAN,010120 :============================
383 W Bwy . OK Harris : Mark Abrahamson . abstract aerial fotos .
  ============================: MON.JAN,010122 :============================
18-20| Bits , Bytes & Bar . 31st Floor 14 Wall Street Restaurant .  RSVP 
  ============================: TUE.JAN,010123 :============================
21-23| Antoine Perich . Gershwin Hotel & Willowby Sharpe  7 E 27th . RSVP
  ============================: THU.JAN,010125 :============================
18:30| NY SigAPL  Soliton  Linux APL
  ============================: SAT.JAN,010127 :============================
16-18| 59 Franklin St #B2 ; Kurt Delbanco @ Amos Eno Gal.
22| ABC ; John Stossel Goes to  Washington .
14:30-16:45|  Barbara-Ann-Slitkin . 331 E 10th St . Tomkins Sq Gal .
  ============================: TUE.JAN,010130 :============================
-0202|  LinuxWorld  Javits
16:15|  NY Stock Brokers Club  ACLS :  Axcelis Tech . semiconductor mfg equip .
  Spinoff of Eaton`s . Harry`s @ Hanover . 
  minimally edited . Confirm all numbers  
|16:46| NYSBC : Jan-Paul van Maaren : 6th largest .
| Brian R. Bachman , V.Chr CEO :  up .67 since November
 ACLS : 20 yr old 1B$ 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 .

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