October 2000 - cypherpunks-legacy

CDR: Re: A .cash domain?
by R. A. Hettinga 04 Oct '00

04 Oct '00

--- begin forwarded text

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CDR: WHY SO MUCH SMART MONEY IS SO HIGH ON READ-RITE !!
by HotStock＠real.com 04 Oct '00

04 Oct '00

Link to article below: http://www.thestreet.com/comment/herbonthestreet/1096812.html Commentary: Herb on TheStreet.com -------------------------------------------------------------------------------- Why So Much Smart Money Is So High on Read-Rite By Herb Greenberg Senior Columnist 9/26/00 6:30 AM ET Read-Rite(symbol= RDRT) Feeling benevolent, so let's get bullish: Reading right: As I've written in RealMoney.com's Columnist Conversation, the one stock quite a few of my smartest sources are yapping about is Read-Rite (RDRT:Nasdaq - news - boards), the (until very recently) long-forgotten maker of heads for disk drives. The only reason I take it seriously is because of the variety of investors in the stock (from seasoned and savvy traders to some of the most-dogged researchers I know). Most of the sizzle surrounding the company in recent weeks has been tied to the launch of a new division called Scion Photonics, which is developing optical wafers for use in the fiber-optic networks, and which was initially funded with $25 mil from Tyco Ventures and Roger McNamee's Integral Capital, which got a quarter of the company in return. But that's only part of the story: According to Scott Turkel of TCM Partners, who has had his share of hits and misses in this column, and who also happens to be the only on-the-record holder among my sources, the company without Scion is worth about where it trades today, $10.50, or around 1 times sales. "They're completely sold out in their core business in the fourth quarter," he says, "and for the first time, they have pricing power." (One reason is that disk drives are no longer sold mostly for PCs; they've become a staple in storage networks.) Scion, meanwhile, is currently valued at around $100 million (based on Tyco/Integral's 25% stake). "Chump change," says Turkel. That's because the valuation is without even having a marketable product; the first wafer isn't expected to hit the market until next year (which, I should point out, is why some skeptics are, uh, skeptical). But another very sharp manager I know, who is often short stocks, said he saw Read-Rite at several recent conferences, and "I thought the story got better between Salomon Smith Barney and Banc of America, both on the optics side and on their base business. They actually showed a slide of the optical wafer prototype they had made; they said they are sampling product with several customers. They said, Our customers have said, 'If you can make them, we'll buy them.' In other words, the move to optical is less theoretical than it was a month ago." What's more, according to this money manger, who is great at spotting nuances, "They went from saying, 'We'll be break-even cash flow in Q-4 from core businesses,' to saying, 'We are on allocation and we may actually make money in Q4' from the core business.' " Based on that, Turkel (who first bought the stock when it was $4 not long ago) thinks he now owns a $10 stock that is worth $25. P.S.: Read-Rite recently paid the first installment of interest on a convertible bond with cash, rather than stock, which was an alternative. (The cash came from the State of Wisconsin Investment Board, already a large Read-Rite investor.) Translation to some investors: The only reason the state paid with cash is because it thinks the stock is going higher. Or, put another way, Wisconsin, which already owns a 20% stake, wouldn't have sunk in even more cash if it didn't think it would make a decent return. (Did I really write something that glowing? Must be some kind of a market top!) (Voluntary Disclosure: Position- Long) Read-Rite CEO gets into growth By Janet Haney, CBS.MarketWatch.com Last Update: [Timestamp]NewsWatch Latest headlines SAN FRANCISCO (CBS.MW) -- Read-Rite Chief Executive Officer Alan Lowe waxed positive about the future growth prospects for the magnetic-recording-head supplier. Lowe told a crowd of investors and analysts during a presentation at the Banc of America Securities Investment Conference in San Francisco on Thursday that he expects huge unit growth potential for Read-Rite's (RDRT: news, msgs) December quarter, as well as the possibility of profitability. Lowe added that the company is hiring people as fast as it can for its wafer fabrication facility. For the September quarter, the CEO said Read-Rite has a "lot of product to ship in the last 10 days of the quarter." Additionally, Lowe talked about Read-Rite's recent formation of an independent fiber optic company called Scion Photonics which he said hopes to go public. Scion received funding from Tyco, which will make a presentation at the conference later Thursday. Janet Haney is a reporter for CBS.MarketWatch.com.

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CDR: Job opportunity
by Christine Mazzarella 04 Oct '00

04 Oct '00

I was referred to you...I am a recruiter with an excellent opportunity....OPEN salary for someone in with knowledge of ITARS licensing for the Export industry in a Defense Manufacturer on Long Island.. Is this the same ITARS you are teaching...could I post the position with you or could you recommend anyone?? I'm really stuck on this one..I understand that these types hang around Washington DC, but that's my only clue into solving this puzzle....anything to help me solve it? Much appreciated, Christine Mazzarella, CPM Staffing Specialist Supply Chain Management Division LLOYD STAFFING 631-777-7600 x718 Fax: 631-777-7626

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CDR: Ainda pode poupe poupar 30Cts no seu IRS
by apoio＠giganetstore.com 04 Oct '00

04 Oct '00

Sabia que pode poupar 30 contos no seu IRS ? No IRS de 2000 poderá declarar despesas efectuadas na compra de computadores e equipamentos informáticos. Assim é dedútivel 20% do montante dispendido até ao valor máximo de 30.600$00 *Computadores <http://www.giganetstore.com/index.asp?produtoId=4259> <http://www.giganetstore.com/index.asp?produtoId=6390> <http://www.giganetstore.com/index.asp?produtoId=6285> <http://www.giganetstore.com/index.asp?produtoId=5806> *Modems e RDIS <http://www.giganetstore.com/index.asp?produtoId=4629> <http://www.giganetstore.com/index.asp?produtoId=3269> <http://www.giganetstore.com/index.asp?produtoId=4135> <http://www.giganetstore.com/index.asp?produtoId=4152> *Acessórios e outros equipamentos <http://www.giganetstore.com/index.asp?produtoId=6039> <http://www.giganetstore.com/index.asp?produtoId=4142> <http://www.giganetstore.com/index.asp?produtoId=356> Só falta mesmo é encontrar a loja certa... <http://www.giganetstore.com> Para mais informações contacte o nosso Serviço de Apoio a Clientes 808 210 808, apoio(a)giganetstore.com <mailto:apoio@giganetstore.com> Para retirar o seu email desta mailing list deverá entrar no nosso site http://www.giganetstore.com <http://www.giganetstore.com> , ir à edição do seu registo e retirar a opção de receber informação acerca das nossas promoções e novos serviços.

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CDR: RE: VASCO gizmos
by Trei, Peter 04 Oct '00

04 Oct '00

Vasco uses DES (I don't know the details). It's a minor player in the authentication token field. RSA Security (my employer) has the largest share of the market. Peter Trei Disclaimer: I am not a spokesman for my employer, and the above represent my opinion only. > ---------- > From: Marcel Popescu[SMTP:marcel@aiurea.com] > Reply To: Marcel Popescu > Sent: Wednesday, October 04, 2000 10:16 AM > To: Multiple recipients of list > Subject: VASCO gizmos > > Hi! Anybody knows anything about the VASCO Data Security gizmos' > algorithm? > [You enter your pin, and it generates a 7-digit number, which is > synchronized with the number on the server you're authenticating to; the > number is valid for 30 secs or 1 minute, I'm not sure.] We just got some > at > our company, and they're open to at least a replay attack, but I'm curious > what algorithm do they use for generating those numbers. > > Mark > > --- > All inventions or works of authorship original to me, > herein and past, are placed irrevocably in the public > domain, and may be used or modified for any purpose, > without permission, attribution, or notification. > > > > >

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CDR: Events in DC: Gun control, McCaffrey on "Our Balanced Approach to Drug Policy is Working"
by Declan McCullagh 04 Oct '00

04 Oct '00

(resend) SOCIAL ISSUES News conference to highlight the negligence of the House of Representatives to act on sensible gun safety proposals. Participants: Rep. Rosa DeLauro, D-Conn.; Rep. Nita Lowey, D-N.Y.; Rep. Carolyn McCarthy, D-N.Y., and Nina Butts, Texans Against Gun Violence Location: HC-5, U.S. Capitol. 1 p.m. Contact: 202-225-3661 SOCIAL ISSUES National Public Broadcasting/FRONTLINE and National Public Radio Symposium on "U.S. Drug War Policy" for media and invited guests. Highlights: 8:55 a.m. - Panel 1, "Treatment and Educations v. Prohibition and Punishment" 10:10 a.m. - Panel 2, "Social Justice and the War on Drugs" 11:45 a.m. - Barry McCaffrey, national drug czar, "Our Balanced Approach to Drug Policy is Working" 2 p.m. - Panel 3, "The International War on Drugs," broadcast live on NPR News' "Talk of the Nation" 3 p.m. - Panel 4, "The Drug Business," broadcast live Location: Georgetown University Law Center, New Jersey Ave., NW. 8:45 a.m. Contact: To join broadcast discussions call 800-989-TALK; for information call Chris Kelly, 617-300-3375 HOUSE JUDICIARY COMMITTEE Jeremy and Julia Crime Subcommittee hearing on H.R.469, Jeremy and Julia's Law. Location: 2237 Rayburn House Office Building. 1:30 p.m. Contact: 202-225-3951 http://www.house.gov/judiciary SOCIAL ISSUES Mothers Against Drunk Driving (MADD) National Youth Summit to Prevent Underage Drinking, September 29-October 4. Highlights: 9:45 a.m. - Party Group #6 11 a.m. Closing General Session: "So Now What Do We Do?" Location: National 4-H Center, 7100 Connecticut Ave., Chevy Chase, MD. 9:45 a.m. Contact: 214-744-6233, ext. 216, or http://www.madd.org TECHNOLOGY Wall St. Journal Technology Summit 2000: The Next Economy - Business, Public Policy and the Internet. Location: Ronald Reagan Building, 1300 Pennsylvania Ave., NW. Contact: 800-457-5766; http://www.tpsite.com/wsj_TS2000/program.html TELECOMMUNICATIONS Nortel Networks Policy luncheon on the issue of "Exploring Broadband Possibilities." Participants: Sen. Ron Wyden, D-Ore.; Clarence Chandran, COO, Nortel Networks and Elliot Maxwell, special adviser to the Secretary of Commerce for the digital economy Location: 902 Hart Senate Office Building. 12 noon Contact: Walter Kallaur, 202-508-3607

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CDR: Events in DC: Gun control, McCaffrey on "Our Balanced Approach to Drug Policy is Working"
by Declan McCullagh 04 Oct '00

04 Oct '00

SOCIAL ISSUES News conference to highlight the negligence of the House of Representatives to act on sensible gun safety proposals. Participants: Rep. Rosa DeLauro, D-Conn.; Rep. Nita Lowey, D-N.Y.; Rep. Carolyn McCarthy, D-N.Y., and Nina Butts, Texans Against Gun Violence Location: HC-5, U.S. Capitol. 1 p.m. Contact: 202-225-3661 SOCIAL ISSUES National Public Broadcasting/FRONTLINE and National Public Radio Symposium on "U.S. Drug War Policy" for media and invited guests. Highlights: 8:55 a.m. - Panel 1, "Treatment and Educations v. Prohibition and Punishment" 10:10 a.m. - Panel 2, "Social Justice and the War on Drugs" 11:45 a.m. - Barry McCaffrey, national drug czar, "Our Balanced Approach to Drug Policy is Working" 2 p.m. - Panel 3, "The International War on Drugs," broadcast live on NPR News' "Talk of the Nation" 3 p.m. - Panel 4, "The Drug Business," broadcast live Location: Georgetown University Law Center, New Jersey Ave., NW. 8:45 a.m. Contact: To join broadcast discussions call 800-989-TALK; for information call Chris Kelly, 617-300-3375 HOUSE JUDICIARY COMMITTEE Jeremy and Julia Crime Subcommittee hearing on H.R.469, Jeremy and Julia's Law. Location: 2237 Rayburn House Office Building. 1:30 p.m. Contact: 202-225-3951 http://www.house.gov/judiciary SOCIAL ISSUES Mothers Against Drunk Driving (MADD) National Youth Summit to Prevent Underage Drinking, September 29-October 4. Highlights: 9:45 a.m. - Party Group #6 11 a.m. Closing General Session: "So Now What Do We Do?" Location: National 4-H Center, 7100 Connecticut Ave., Chevy Chase, MD. 9:45 a.m. Contact: 214-744-6233, ext. 216, or http://www.madd.org TECHNOLOGY Wall St. Journal Technology Summit 2000: The Next Economy - Business, Public Policy and the Internet. Location: Ronald Reagan Building, 1300 Pennsylvania Ave., NW. Contact: 800-457-5766; http://www.tpsite.com/wsj_TS2000/program.html TELECOMMUNICATIONS Nortel Networks Policy luncheon on the issue of "Exploring Broadband Possibilities." Participants: Sen. Ron Wyden, D-Ore.; Clarence Chandran, COO, Nortel Networks and Elliot Maxwell, special adviser to the Secretary of Commerce for the digital economy Location: 902 Hart Senate Office Building. 12 noon Contact: Walter Kallaur, 202-508-3607

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CDR: VASCO gizmos
by Marcel Popescu 04 Oct '00

04 Oct '00

Hi! Anybody knows anything about the VASCO Data Security gizmos' algorithm? [You enter your pin, and it generates a 7-digit number, which is synchronized with the number on the server you're authenticating to; the number is valid for 30 secs or 1 minute, I'm not sure.] We just got some at our company, and they're open to at least a replay attack, but I'm curious what algorithm do they use for generating those numbers. Mark --- All inventions or works of authorship original to me, herein and past, are placed irrevocably in the public domain, and may be used or modified for any purpose, without permission, attribution, or notification.

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CDR: RE: Anonymous Remailers cpunk
by Trei, Peter 04 Oct '00

04 Oct '00

There's no way which can't be spoofed by a determined opponent willing to send truly weird looking messages (as I demonstrated in an earler post), but that's not the point. I suggest that you just look for ascii-armouring - ie, long (>50 byte) printable character strings without embedded spaces. If the majority of the body has this format, then call it encrypted. And/or look for the standard tag strings for smime or pgp encrypted text, if you're worried about unencrypted but uuencoded naughty pictures being sent. You can't catch everything, but you can do reasonable due diligence to stop spammers and filter out non-contrived unencrypted content. Peter Trei > ---------- > From: Tom Vogt[SMTP:tom@ricardo.de] > Sent: Wednesday, October 04, 2000 4:36 AM > To: Trei, Peter > Cc: Multiple recipients of list > Subject: Re: Anonymous Remailers cpunk > > "Trei, Peter" wrote: > > I would like to suggest that a remailer could eliminate nearly all it's > > problems by only sending out encrypted mails - that is, if after > > removing the encryption that was applied using it's own private > > key, it finds that the result is plaintext, it simply drops the message. > > I like that idea. so much that I might start a remailer with these > properties, in order to test it out. > > single question left: what is a reliable way to see whether or not a > text is plain or cipher? >

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CDR: Niiice kitty....
by R. A. Hettinga 04 Oct '00

04 Oct '00

Another addition to my expanding .sig file quote collection. Personally, of course, I think Chomsky something of a brilliant yutz, politically, :-). Nonetheless, the Churchill quote below is especially apt in describing the USA's current geopolitical situation. Here's hoping the US fares better in its own version of the 20th-century British tiger-ride. Cheers, RAH --- begin forwarded text

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