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Technology Stocks : US Wireless Corp. (USWC)
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To: Jeffrey Beckman who wrote (31)5/9/1999 5:10:00 PM
From: GARY P GROBBEL  Read Replies (1) of 36
 
Jeff..I have about 50 wireless plays under 5.00 right now, direct or sidedoor, and am almost done canvassing my universe. Should finish up today. Will probably end up w/65 to 70 wireless plays.

Also have 50 to 60 inet plays under 5.00...that is an ongoing process that I farm each week. There is some overlap w/the wireless and inet plays, and the cable/broadband, wireless, internet areas also overlap in some companies.

It all comes under COMMUNICATIONS...in many shapes, sizes and colors. I have found it useful to sector the communications plays in a broad sense, and go after those areas which are attracting the most investor attention and thus investor dollars. A number of months ago the internet stocks (microcap) started to move aggressively (I took a weekend and culled out about 100 inet plays under 5.00) and I sense the same push now coming into the wireless plays...which is why I am going after them.

So I am interested in the cable-internet/broadband/pipeline field and do have stocks (micros) that I am following. It takes a while to vet them all (actually I can't vet them all to the degree I should...the amount of work involved just buries you) and from time to time I'll post on them, hopefully prior to a move. There are a few other wireless plays out here somewhere that I have posted on as well.

gpg
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