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To: keith massey who wrote (916)	9/16/1999 10:11:00 PM
From: AriKirA	Respond to of 5053

Somewhat related to JDX ... Fund Manager Sees Tech, Telecom Growth FRANKFURT (Reuters) - Fund manager Fidelity Investments said it expects strong growth in the technology and telecommunications sectors to continue and even accelerate during the next three to five years. Unveiling two new global funds -- a technology fund and a telecoms fund -- in Germany this week, Fidelity Investment Director John Ross said: ''Technology and telecommunications are two strong themes. We don't think these are temporary trends. We think they're going to last a number of years.'' The two new funds are the first sectoral funds Fidelity has launched outside the United States where it manages about $21 billion in sectoral funds. Fidelity manages about $900 billion worldwide. Ross said investors were becoming more and more globalizes as national barriers become increasingly eroded, and that an increased sophistication and investor expertise drew them to sector funds. Fidelity research analyst Virgil Adams told the launch presentation telecom investments have outperformed world markets substantially in the last year. ''We expect this trend to continue and to accelerate over the next three to five years,'' Adams said, adding that increased mobile telephone use and data traffic would fuel this. Fidelity expects about 1.4 billion mobile phone users by 2003 compared to about 500 million at the moment. Research analyst Robert Rowland said semiconductors would drive growth in the technology sector. He said the semiconductor market was growing at an annual rate of 15-16 percent. ''The building block for technology is semiconductors,'' Rowland said. He said companies like Fujitsu and Sony were going to be leaders in the sector. ''We have a bias toward those kind of companies that promise growth and you can't have growth without a unique kind of technology,'' Rowland said. Reut04:08 09-16-99

To: keith massey who wrote (916)	9/19/1999 12:05:00 PM
From: Condor	Respond to of 5053

Looking for that killer app. Amusing article: Finding the Killer App Identifying Emerging Technologies By Michael Makowsky Of The Bull Market Report EMERGING TECHNOLOGIES So you want to hit it big, do ya? You want to find the next Killer App (Killer Application, as in application that revolutionizes how business/computer life is conducted)? Well, then, grab your safari hat, bug repellent, and 3 foot machete, because where we're going, they haven't cut the grass. If you really want to find hot companies with revolutionary ideas, then we are going to have to go beyond the manicured streets of Yahoo! Finance and the Ivory Towers of Wall Street. We are going into the jungle. The jungle of emerging technologies. (Somebody cue the Indiana Jones theme music) How deep into the jungle are we going? The deepest, darkest part of the jungle is where infant start-ups are just hatching. As cute as little baby companies are, we can't afford to get too attached. Most of them will be dead in 18 months. And voyaging that deep into the jungle isn't worth the risk to us. That's what Venture Capitalists are for. No, where we are headed is the land of the pre-IPO. This is where, young, savage companies lurk amongst the vines, ready to pounce on that final round of investing that will take them into the promised land of the IPO. Tracking these slippery little companies can be difficult. But once you find one that looks strong, don't take your eyes off it. They can move very quickly. But that's good, because if the company you found truly has a Killer App, they are going are going to make a cheetah look like a 3-toed sloth. Keep in mind that the true Killer App is rarer, and more elusive than Big Foot, The Lochness Monster, and Elvis combined. But, if you ask the natives, they'll tell you that the Killer App exists. It is out there waiting to be discovered. And invested in. Even if you can't get in on the IPO (but do everything you can TO get in on the IPO) you still want to invest as soon as possible. Investing in a company with a Killer App is a true once in a lifetime opportunity (unless you're Paul Allen, Safari Master). But what does a company with a potential Killer App look like? Having recently asked the natives about any potential Killer App sightings, I got a number of rumors, a couple fuzzy polaroids, and a few vague creature descriptions. One example given to me of a young company that many of the natives believe could have a potential Killer App is NetDecide. Found deep within the harsh, vegetative tangle of Northern Virginia, home to such beasts as America Online (AOL) and Microstrategy (MSTR), NetDecide is the quintessential young company waiting to emerge from the land of the pre-IPO. But do they have a Killer App? Well, several native sightings indicate that NetDecide looks strong, virile, and are quick as lightning. They are of the financial advising breed, whose core technology is intent on revolutionizing how financial advice is disseminated and interpreted. Crouched on the inner fringes, amongst the tall grasses, NetDecide is building Internet-based technology that allows people to get a much clearer picture of their finances. The market for this type of Internet-based financial decision support system is coming of age and potentially huge. Huge markets, Financial support, and Internet technology are all the markings of a beast with a potential Killer App. But this is just one example. Continue the hunt, and who knows what you may uncover. So be wary. And careful. And whatever you do, don't take your eyes off it.