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To: Steeliejim who wrote (9835)	8/17/1999 10:53:00 AM
From: Dale Baker	Respond to of 118717

Just checking in from an office PC between meetings. Looks like you folks are taking care of the markets OK so far. Don't have time to pursue any individual trades before my 1100 meeting. Maybe over lunch if I don't get dragged into something. Enjoy the runs in ISLD, EXDS and anything else. DCLK was looking good from my portfolio, along with SONE/EDFY. Later.

To: Steeliejim who wrote (9835)	8/17/1999 11:13:00 AM
From: JSB	Read Replies (1) \| Respond to of 118717

Some up, some down. I have a feeling we close down for the day and the inet sector sell off continues. Picked up some more LPAC this am and sold HOOV. Made lunch money on GRIN. This market is a pain in the butt. Jeff

To: Steeliejim who wrote (9835)	8/17/1999 9:59:00 PM
From: mike.com	Respond to of 118717

People, look around! Check out some of the stocks involved in building the infrastructure to a "converged" world; one where the TV meets the internet. Here's a few to look at - EXDS, SFA, GIC, and HLIT. EXDS is currently building a POP for IATV which will handle 100,000 users. IATV's software is in every advanced digital set top box that both SFA and GIC make, not to mention all of Pioneer's latest boxes. Here's Steve Harmon's comments: To: mike.com (2397 ) From: steve harmon - analyst Tuesday, Aug 17 1999 4:05AM ET Reply # of 2526 iatv - to me this stock could be a 3q or 4q year 2000 event or maybe q1 2001 when the new wave of tv and web becomes more widespread in households I think I'm going to hold onto this one and wait. I think eventually it will perform like HLIT (low of 7 5/8, high of 94 and closed today at 92 and change). Yea baby!