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Strategies & Market Trends : The Thread Formerly Known as No Rest For The Wicked -- Ignore unavailable to you. Want to Upgrade?

To: Tim Luke who wrote (63345)	9/30/1999 10:04:00 AM
From: kathyh	Read Replies (1) \| Respond to of 90042

good morning, or should i say good evening tim... nice to hear from you... you get some rest and have a blast.... we will be fine here!! i am chuckling thinking of you towering over everyone on the sidewalk there... kathy :)

To: Tim Luke who wrote (63345)	9/30/1999 11:34:00 AM
From: CrazyTrain	Respond to of 90042

This is about the same time frame where I bailed in XLYN. Not this time. I'm in CS for the takeover and I'm not missing it. I even wired more funds to my account to buy more yesterday. Catch up on your sleep Tim and don't worry about us.

To: Tim Luke who wrote (63345)	9/30/1999 12:46:00 PM
From: AUrush	Respond to of 90042

Must read for CS and COMS holders...PLEASE NOTE THE PARAGRAPH RIGHT AFTER THE RANKINGS>>>> HAMPTON, N.H., Sep 30, 1999 (BUSINESS WIRE) -- Cisco Systems (Nasdaq: CSCO) remains in the top spot in TBR's (www.tbri.com) Network Business Quarterly (NBQ) competitive benchmark ranking. Cisco continues to strengthen its horizontally-integrated service model by extending its relationships with its key partners -- IBM (NYSE: IBM), HP (NYSE: HWP), KPMG, EDS (NYSE: EDS), and others. Cisco is now aggressively penetrating the SMB market and is well positioned to take the #1 or #2 share position, leaving 3Com behind within 12 months. NBQ Benchmark Index for Second Quarter 1999 2Q99 Rank 1Q99 Rank 1Q99 2Q99 #1 Cisco (Nasdaq: CSCO) #1 6.91 6.77 #2 3Com (Nasdaq: COMS) #2 5.42 5.62 #3 HP (NYSE: HWP) #5 5.08 5.27 #4 Intel (Nasdaq: INTC) #3 5.36 5.10 #5 Lucent/Ascend (Nasdaq: LU) #4 5.30 4.63 #6 IBM (NYSE: IBM) #7 4.52 4.59 #7 Cabletron (NYSE: CS) #6 4.58 4.40 #8 GEC/Fore (Nasdaq: FORE) #9 3.90 4.23 #9 Nortel (NYSE: NT, TSE: NTL) #8 4.41 4.17 Source: TBR "The completed merger between Lucent and Ascend represents the ongoing consolidation and partnering that is critical to the evolution of the industry," according to TBR's Director of Network Business Quarterly, Bill Lesieur. "Few traces of the old industry structure of traditional data equipment manufacturers remain, leaving companies like 3Com and Cabletron going it alone in search of defendable market positions." 3Com Corporation (Nasdaq: COMS) maintained its second place position. Revenue growth remains erratic, as the company searches for a new strategy and shifts its business to higher-growth higher-margin product lines. Moving up to third from fifth position, Hewlett-Packard (NYSE: HWP) is making progress in creating customer awareness for the ProCurve brand and shipping high-performance, low-cost products with lifetime warranties. Although ProCurve has an opportunity to become a viable business, it will not become a major growth engine for HP. TBR believes HP's new President, Carly Fiorina, will eliminate the ProCurve brand and position itself as Cisco's specialist in the low-cost design of reliable, high-performance networking products for the SMB market. Intel Corporation's (Nasdaq: INTC) top ranked business model and low-cost commodity products are driving its fourth place ranking. This high ranking is representative of the power and influence Intel could have in the networking industry. The combined Lucent/Ascend (Nasdaq: LU) organization is in fifth position with strong year-to-year revenue growth this quarter. TBR believes that Ascend will continue to provide double-digit sequential revenue growth despite the expected rapid integration of the two businesses. TBR will be merging the Lucent and Ascend coverage into one report in 3Q99. In sixth position, IBM (NYSE: IBM) has resolved the fate of the precarious Network Hardware Division (NHD) by selling off its switching and routing business to Cisco, as part of multi-faceted deal that also positions IBM as a leading global support provider of Cisco networks. Cabletron (NYSE: CS), in seventh position, is attempting to reposition itself as a specialist in certain market segments in order to establish a defendable position in the new industry structure. In eighth position, the acquisition of Fore Systems (Nasdaq: FORE) by GEC (LSE: GEC.L) has created a large global telecommunications and networking solutions company with operations in the United States, Europe, and Asia. TBR believes GEC/Fore has a significant opportunity to challenge the industry leaders in the worldwide communications markets. Finally, Nortel's (NYSE: NT, TSE: NTL) business model remains weak in spite of strong sequential and year-to-year growth. Nortel continues to transform from an aged telecom to a nimbler competitor against Cisco and Lucent by way of several major initiatives, including the out-sourcing of manufacturing and development of e-commerce capabilities. TBR will begin coverage of Alcatel (NYSE: ALA) in 3Q99. Alcatel USA was formed based on the existing Alcatel Network Systems business in the U.S. and the acquisition of DSC Communications. Alcatel has been expanding its product portfolio and market position through acquisitions, which include Assured Access, Packet Engines, Xylan Corporation, and Internet Devices.

To: Tim Luke who wrote (63345)	9/30/1999 1:52:00 PM
From: Stormin Norman	Read Replies (3) \| Respond to of 90042

Am I missing something here? Tim, You flew to San Francisco to possibly catch a flight to Hong Kong and then you said it was to good to be true that you had to return home because your girl was wanted back in the studio so you caught the red eye back to So. Cal. then now you are in Hong Kong? I must be missing something. Is this another COMS deal? No freaking out and disappearing just because CS wasnt bought out! SHEESH Norm