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Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?

To: Joe Smith who wrote (14420)	11/5/1999 11:55:00 AM
From: BANCHEE	Respond to of 57584

Joe Good to see TWE move up..Holding since 12 when we bought with Rande. Banchee

To: Joe Smith who wrote (14420)	11/5/1999 12:22:00 PM
From: Rande Is	Read Replies (1) \| Respond to of 57584

ARTT momo in sympathy with other broadband wireless. . .TGNT and WCII, which got major money injections. . . Joe, I was talking about 3 weeks down the road in response to Kevin's question. Broadbands are totally hot, but seem to be moving in a half dozen different sectors. . . same as how internets moved. There are: BROADBAND SECTOR. . . . .[Such as] Broadband Chipmakers [BRCM] Set-top box [internet appliance] makers [GMH] Digital Cable Network Hardware Makers [ANTC] xDSL Packet Carriers [COVD] xDSL "Last Mile" Service Providers [NPNT] xDSL Hardware makers [ORCT] Fibre-optic End-to-End Hardware Makers [CNXT] Fibre-optic network providers [QWST] Wireless [Microwave] equipment makers [ADAP] Wireless "Last Mile" Service Providers [ARTT] Broadband Service Re-Sellers [TGNT] Broadband Software Developers [LQID] Broadband Content Providers [MACR] Have I left anyone out that cannot be filed in one of these groups? I would love it if we had some more definitive lists of pure-play candidates within each sector. . .organized so we could print it out and memorize these divisions of sectors. . . . Rande Is