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Technology Stocks : PC Sector Round Table
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To: Yogi - Paul who wrote (1672)4/12/1999 10:47:00 PM
From: Mark Oliver  Read Replies (1) of 2025
 
<Very, very nice alert to this forum. Sprint just bought PCTV for $8.00/shr. >

Yeah, wish I'd had the wisdom to make some money on it. I thought the stock would be hit by profit taking. Each day it went up and I thought I'd wait and get some cheaper.

Anyway, it's an interesting point to note that MMDS seems to be getting a seal of approval. I wonder what other companies are going to profit from this?

There are equipment providers, but this could be a hard one.

Harmonic seems to be in an interesting position. They have very good equipment for building a cable TV systems to handle two-way digital, but they also have equipment through their last acquisition to work with wireless technologies such as MMDS, LMDS and VSAT.

The recent new that AT&T will have to expand their subscriber base to maintain their holdings with @home suggests that they will be spending over $4 billion in the very near-term on their TCI holdings. It looks like both Harmonic and Antec stand the benefit.

Perhaps this is another interesting move. MidiSoft (MIDI) made a very interesting move over the last two weeks from a trading range of about 50 cents to close today at 3 7/8. I don't know why. They'll involved with sound, and especially music hence the name midi.

Anyway they started the day with very strong up trend. There's no news that I could find. They have a product that might have Internet application similar to Real Audio. Perhaps this is a move in sympathy to the great rise in Real Audio shares?

Regards,

Mark
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