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Non-Tech : Quiet Thoughts -- Ignore unavailable to you. Want to Upgrade?

To: QuietWon who wrote (28)	8/21/1999 9:01:00 PM
From: QuietWon	Respond to of 186

OCLI -> research / knowing companies pays off again - best gain yesterday

To: QuietWon who wrote (28)	8/21/1999 9:02:00 PM
From: QuietWon	Respond to of 186

SCCX - may need to watch it after this wknd with GPS systems convert over

To: QuietWon who wrote (28)	8/21/1999 9:03:00 PM
From: QuietWon	Respond to of 186

ATHM - did go into the 40s during the week - profits here, back in at eod Fri

To: QuietWon who wrote (28)	8/21/1999 9:08:00 PM
From: QuietWon	Respond to of 186

GBIX looking stronger, this can rocket on it's own - look for overseas deals in the upcoming quarter. What a move, partnering with George Soros ! And in a satellite operation ie. another "bridge" between continents and just one type of connection. GBIX, error-free 'pipeline' - use satellite if fibre not working, use undersea if satellite not working. Setting up the gateway - year 2000 will be the year of satellite coming into its own

To: QuietWon who wrote (28)	8/21/1999 9:12:00 PM
From: QuietWon	Respond to of 186

NN- long and strong for earnings to meet expectations - hope the mkt is in at least a neutral mood so NN cuts a break. NN = 1. ATM Global One network contract 2. Next Gen internet 3. part owner of TeraBridge & VASP Platform -used by TeleHub, who introduced the first public-switch ATM communications network 4. good value 5. leader in ATM and ATM has a future, already proven

To: QuietWon who wrote (28)	8/21/1999 9:14:00 PM
From: QuietWon	Respond to of 186

AMAT - I was fortunate to be looking at a number of things and it wasn't acting that well, that I ended up not playing it - haven't played AMAT earnings before, so decided against it - didn't have the feel

To: QuietWon who wrote (28)	8/21/1999 9:15:00 PM
From: QuietWon	Respond to of 186

CAMP another CMIC (now ADAP) - at least they start with the same first word :-)