Broadband plays- TUNE, AHWY, INF, VDAT, ITVU, RNWK, CBS Message Board

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Technology Stocks : Broadband plays- TUNE, AHWY, INF, VDAT, ITVU, RNWK, CBS

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To: Mudlogger who wrote (27)	9/5/1999 1:50:00 PM
From: Jon Stept	Read Replies (1) of 31

Mudlogger- re:more action... Hi Mudlogger, I expect this board will see more action as we pull out of the summer doldrums and broadband starts to make a media splash like it did at the beginning of the year. (I hope!) On the Rande Is subject thread, search for broadband and look for the portfolio Rande started recently... I think they are mostly hardware plays in the broadband area. Here are some additional categories and example stocks in case you did not think of them (there are probably many other stocks in the category... the mention is just because I remembered it and does not have anything to do with performance). There are some question marks for some of the categories that I have seen mentioned, but my memory fails me: cable providers- ATHM third party XDSL- COVD chips- BRCM cable set top boxes- GIC fiber optic- ? streaming media player- RNWK content, music- AWHY content, video- VDAT content, interactive- ? portable music players, OS- EDIG portable music players- LU streaming media, compression algorithims- ? streaming media, streaming cards- VCST I would like to see more categories, so feel free to add. Just my opinion. Jon :)

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