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Strategies & Market Trends : Fatty's Donut Shop

KKD 21.00

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Aug 4 5:00 PM EST

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To: Jorjenzak who wrote (2742)	8/2/1999 7:24:00 PM
From: Lynn Goodman	Read Replies (1) of 5041

To the Thread, pls. give your thoughts The August issue of Smart Money has an article entitled "The Next Big Thing." I highly reccomend buying the magazine for this article (p. 108). Below is a chart that I have "paraphrased" where SM reccomends some tech stocks involved in "on the edge" technological developments. I am going to try to do some DD on some of these stocks (not my strong suit, anybody want to help?). There is one of those odd coincidences that make you sit up and take notice--one of the companies is called "Marimba." Wonder if it is a bridge between tech and Latino? Anyway, the chart: "Companies to Watch Forward P/E Key Produc Ciena (CIEN) 54.6 Network Equip Conexant Systems (CNXT) 82.8 Communications Chips HWP 22.9 Fiber-optic Software INKT no Net Soft Marimba (MRBA) 637.5 Service-mgt Software RF Micro Devices (RFMD) 44.6 Wireless-power Amplifiers Texas Instruments (TXN) 33.5 Digital Micro Mirrors Uniphase (UNPH) 78.8 Fiber-optic Equip Private: Corvis Optical switches Fujant Base-station amps Microcosm Technologies Chip-design software" Note SM's comment: "The Commerce Department reports that since 1995, 35% of GDP growth has come from the tech sector." The final section of the article is about "next generation silicon chips" called MEMS (microelectronic mechanical systems), that may provide the basis for a whole new software industry. SM's take on it is to watch who people like Microcosm Technologie, a MEMS software designer, is making deals with--maybe a clue to some of the dominant players-to-be. Food for thought. Interested in everybody's comments, particularly on the full article. Regards, Lynn

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