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Technology Stocks : Internet Infrastructure .. Picks N Shovels

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To: Triffin who wrote (5)	10/21/1999 4:47:00 PM
From: Triffin	Read Replies (1) of 8

AETH = Aether Systems Inc. shs = 26.1 / 6.00 Revs = nominal Niche = wireless data services Comp = Bell Atl. Mobile, AT&T Wireless BSQR = Bsquare Corporation shs = 32.2 / 4.00 Revs = 36 mm Niche = OS for ICDs CRDS = Crossroads Systems shs = 25.6 / 3.80 Revs = 15 mm Niche = SANs and storage routers Invest = ADIC with 2.6 mm shs HWP with 1.2 mm shs INTC with 1.5 mm shs EPNY = E.piphany Inc . shs = 25.8 / 4.2 Revs = 7.6 mm Niche = customer centric analytic solutions INAP = InterNAP Network Services shs = 63 / 9.5 Revs = 5 mm Niche = Internet connectivity services private network access points Comp = AKAM Invest = INKT with 1.6 mm shs Portfolio update : siliconinvestor.com Jim in CT ..

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