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Strategies & Market Trends : Rande Is . . . HOME

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To: Rande Is who wrote (16960)	12/18/1999 9:16:00 PM
From: DlphcOracl	Read Replies (1) of 57584

Rande Is et al.: Global Technology Plays The year-end 2000 double-issue of Business Week has several excellent articles on promising technology stocks, which I will briefly summarize below for the thread: Global Small Cap: (1) Wavecom (WVCM) France - mobile net; (2) Perlos Finland - makes parts for mobile-phone market, esp. Nokia; (3) Icon Medialab Sweden - Web consultant in B2B e-commerce, expanding across Europe; (4) Hikari Tsushin Japan - Japanese mobile internet with huge subscriber database. European Tech Stocks: (1) Nokia (NOK) (top pick); (2) Ericsson; (3) ST Microelectronics (STM) (France); (4) ARM Holdings (ARMHY) (Britain); (5) Dialog Semiconductor (DLG) (Britain); (5) Epcos (EPC) (Germany) - Siemens spin-off makes mobile phone parts; (6) Business Objects (France) - makes software tools for managing data; (7) Exact Holdings (Netherlands) - products automates business processes; (8) Landis Group (Netherlands)- Europe's No.1 network vendor, sells Cisco network systems; (9) Libertel (LBE) Netherlands - mobile telecom services provider. Asian Tech Stocks: (1) Fujitsu Ltd.(FJTSY) - one-stop shop for everything from chips tp Web solutions; (2) Softbank (SFTBF) - the Japanese CMGI;(3) NTT DoCoMo - The division of Nippon Telecom and Telegraph that specializes in wireless (similar to Sprint PCS); (4) Korea Telecom (South Korea) - brings broadband networks to Korea's cybertraders; (5) United Microelectronics (Taiwan) - semiconductor chips; (6) Taiwan Semiconductor - major outsourcing company for making chips; (7) Legend Computer(LGHLY)- China's dominant PC brand; Pacific Century Cyberworks (Hong Kong) - Cyberconglomerate bringing broadband networking to Asia. Latin America: (1) Embratel (EMT)- carries 90% of Brazil's internet traffic; (2) Telmex (TFONY)- Mexico's biggest ISP with recent Microsoft deal; Televisa (GRPFF)- Mexico's biggest media company, with plans to go online. Please note that this is merely a starting point and I am not recommending any of these stocks (although I do consider several to be great technology plays). If any look promising to you, do your usual due diligence. Although several trade in the U.S. as ADR's, others trade only in their own countries and are available only through a full-scale major brokerage house. Bon appetit.

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