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Strategies & Market Trends : Sonki's Links List

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To: Sonki who wrote (50)	4/1/1998 8:40:00 PM
From: ANANT	Read Replies (1) of 395

sonki: CNBC items and CNNfn digital-jam Elizabeth Bramwell'stk picks: EB fund up 57% in the ( ist qr or last 12 months ??) Stks are not overvalued relative to inflation - many cos will post strong e in the 2nd qrt. Top holdings: AUD CSC DELL EMC GE HD ITW RHI WAG WAMU - picking no1 or 2 in their industry sectors. Earnings warning: MCHP :announced 10% below est. due to asia problems etc. DSC Communications some others digital-jam IBM/SUN Java system expected by middle of summer 98 LU is grabbing lot of contracts from Baby bells. LU rose 340% while T up by 56% No wonder T is regretting for thr LU spin-off. LU is a still a long term buy. pe > 156. MOT: restructuring into 2 units - the stk is down with the flight of a top guy. naz up 17% in the 1st qrt, What do we see in 2nd qrt? WOW. Exercise caution. e outlook - constructive from here - stabilization of Asia in 1 or 2 qrts. - there is a sense that the worst is over in Korea - not in Japan PC sectors: funds / values PC stks are not very attractive - Enterprise - data network - internet are attractive PC world on celleron: Intc business model is in transition - manage a fundamental change in the business model - Intc is unassailable - AMD's up is surprising - In MAC arena, LAN at home is common. - 3com / LU are good in consumer networking . If ur economy is in the internet we have to address home consumer market. Q&A: NETA: fan of NETA - mkt leader - indigestion of merger in this qrt- management is first class - like very much Internet stk: undisputed group in performance - so well as no exposure to asia - risk MSFT new prod star.com (??) - in single best place is amazon.com - highly expensive. pe > 8699 GTW: king of mail ord direct model - struggles due to loc in dakota - management exceptional Bandwith : Network cacheing - CSCO is a beneficiary- y2k bug: some cos may be in trouble after y2k.- y2k bug killers - avoid completely 100% y2k companies Fed: many of Fed computers are in jeopardy in y2k - fewer than 1/4 comp. are fixed. 2000 comp of defense only 9% fixed - power lines - could affect Glen's shuttle in y2k - IRS upgrade 850M - NC's are not selling well - future selling also bleak - because of falling pc prices - Gabelli couch potato fund: power shifted to content owners viacom - access for cust. is important - CBS is not with a prog blk - GE/NBC has everything - viacom is fantastic - stk moved quite high - in 18 months debt free - GE may grab viacom in next couple of years - HDTV is as subset of digital - expensive - takes time to get penetrated home- cable oper. are funding set-top box - programming is the slogan. IBM/SUN in Java os by mid 98 codevelop and operate and sell millions - on NC's from Sun and IBM - NC device is excellent for specific application - deliver to broad range - How many developers IBM/SUN on internet around globe - more IBM developers than Sun - Java on enterprise compete with Win CE- anant

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