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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club -- Ignore unavailable to you. Want to Upgrade?

To: Allan Harris who wrote (6302)	6/27/1999 10:20:00 AM
From: Ian@SI	Respond to of 15132

Broadband infrastructure may be the coming Internet investment boom and companies like Terayon Communications, Teligent, Nextlink, and Conexant, are well beneath the radar of the current mob of Internet investors. And Newbridge Networks is beneath the radar for the current mob of investors in companies like Terayon, Teligent, Nextlink and Conexant. P.S. Massive insider selling has begun at Broadcom; I expect a disappointing quarter from them very soon. RE NN: I believe Conference Call replay is still available at their web site newbridge.com re the STII purchase. The accompanying slides and the call show that NN: has 10 LMDS contracts signed; Is participating in another 13 (15?) evaluation trials; Is in talks with another 30 prospects; Has $100M 1999 revenues for wireless broadband (LMDS / LMCS) which will grow to $300M next year and $600M in 2001. Owns the ATM WAN market for Carriers and is moving into the large enterprise / ISP space. Yet, when ATM or Wireless Broadbrand is discussed in Newspapers including the WSJ, NN seldom gets a mention. Talk about falling under the radar. Ian.

To: Allan Harris who wrote (6302)	6/27/1999 12:35:00 PM
From: Kirk ©	Read Replies (1) \| Respond to of 15132

Here is an interesting chart quote.bloomberg.com What to hear something really funny? I was windsurfing (and getting rescued due to equipment failure) when the show was on, but I heard from chatters in our chatroom that when the internet callers would come on then some of the bb.com chatters would log in and ask if the callers were "plants" from our site! FUNNY!! Like no body else might have invested in these stocks! Funny...We allow discussion of internet stocks and how to pick them when valued at a good price or what a good price would be. Also, we just ask a few questions about what Bob has to say or what changed between the first and second timing model and the faithful think we are trying to undermine him. History has been full of people getting persecuted for seeking the truth to tough questions... ask Hoover about the FBI files! I like Bob and his show a great deal, I just think we are entitled to ask difficult questions in investment forums without being hammered on by the faithful. In school, the smart students were rewarded for questioning the tough professors. People truly interested in educating should relish these discussions. Ah, maybe the brainless didn't go to the same schools and are not aware of this? Internet is not a four letter word. Actually, I agree with Justa that the real growth areas are semicapex stocks and that is where the majority of my risky investment dollars have gone. Kirk

To: Allan Harris who wrote (6302)	6/27/1999 4:53:00 PM
From: Math Junkie	Respond to of 15132

At least with UTEK, which is currently trading at 1.5 times book in an industry which is undergoing a cyclical upswing, it's not too hard to come up with a rationale for it's being worth what people are paying for it. The trouble with these high flyers in the Internet sector is, how the heck do you come up with a value that has any objective basis? Without that, it's not investing, it's gambling.

To: Allan Harris who wrote (6302)	6/28/1999 10:26:00 AM
From: Justa Werkenstiff	Read Replies (2) \| Respond to of 15132

Alan: Re: "At least two callers were ridiculed for holding AOL while it dropped 50% from it's highs. Fair criticism? I think so." I think the more interesting issue is whether the internets will achieve new highs along with the overall market. I note the supply of new internet issues going public is heavy. Re: "But I also think holding UTEK while it dropped 60% from it's highs is subject to the same general critique." Maybe, but what's the point of this critique as it relates to internet investments? Re; " The most interesting exchange would have been for one of those callers to ask Bob whether holders of UTEK are also "in denial." I don't think so. Why? Because Brinker has said many times on the program recently that the stock has been a disappoinment. Some people continue to suggest that he does not take calls on UTEK. Wrong. In fact, he did so this weekend and said the stock has been a diappointment. So he is not in denial on this one. I often think that internet investors continue bring up UTEK to rub salt in this wound and to deflect attention from the issue. What does UTEK have to do with their internet portfolio anyway? Nada. But internet investors should ask themselves what is the future with the sector if these stocks do not achieve new highs along with the rest of the market. UTEK will not provide them with an answer.