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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: gdichaz who wrote (19918)	3/14/2000 9:30:00 PM
From: Eric L	Read Replies (1) of 54805

Cha2, << How about helping us here re Smartcards? ... way (other than such huge outfits as Schlumberger) to participate >> Not a real short easy way to respond to this ... not ignoring your question ... I'll respond this weekend. Interesting however, that little DataKey (DKEY) of Minneapolis, is up 428% YTD and it was up 15% on this gruesome day. Also, the Infineon (Siemens spin off of their semiconductor division) IPO went off yesterday. They were kind of cool yesterday but were up 8% today. Infineon is the largest manufacturer of smart card silicon (which is in short supply due to industry allocations and the huge demand for their 16-bit crypto chip used in GSM SIM cards). They also source the silicon for the AmEx "Blue" card. Infineon has some interesting things going with WIND and Siemens is involved with GMST in the eBooks thing. Best, - Eric -

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