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Politics : Ask Michael Burke

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To: Knighty Tin who wrote (80100)	4/26/2000 2:07:00 PM
From: Sanjay Mazumdar	Read Replies (1) of 132070

MB, Aside from the ones you mention what do you think of the following companies. I have sold majority of my positions but would like to get back in them but the entry points would probably be about 50% of where they are today. ALLR BVSN VIGN (portal builder tools, I like ALLR the most) AKAM INKT (good technology not easily duplicated) EPNY ( good market not sure how good their technology is but they are buying some good companies) JNPR (best routers but can they compete with CSCO also price too high) NETE (interesting co. but will companies buy its technology or will enCommerce succeed) VITR (good sector with interesting targeted vertical, can they stand competition from TIBX) SLTC (good technology but can it compete with Trilogy?) WEBM (possibilities exist but market cap way too high) Non internet TMBS (only stock I am cost averaging into right now. my favorite of all time, I am still hurting over this one ELN (But I liked them better when they were a pure drug delivery play)

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