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

To: Paullie who wrote (16152)	12/3/1999 7:50:00 AM
From: Craig A	Read Replies (1) \| Respond to of 57584

AOL is my top holding,CSCO,EMC,GE,NOK respectively. I enjoy these holdings as I don't have to insanely watch them by the moment. Yet. I think. FWIW

To: Paullie who wrote (16152)	12/3/1999 10:49:00 AM
From: American Spirit	Read Replies (1) \| Respond to of 57584

LOR the best longterm play IMHO if you want satellite wireless internet-telephony. MOT has already failed bigtime with iridium leaving LOR and QCOM owning Globalstar. In Holland my partner is a former ABN bank equities expert and suggested the following European internet plays, some which canot be bought on Wall Street but you can try: AKAM (already up a lot), ICON (swedish), LINNE (GE partner), AGFB. Might also want to look at MMG. Nobody uses ISPs here they just use browsers, so MSFT and AOL (Netscape). Hardware will be big. CPQ, HWP, IBM etc. Glad I didnt go to cash a few days ago. Holding everything hoping for retail boom at least after Xmas. URBN, ANF, BNBN about to base. Software stocks look good today, IMRS, KEA, PSFT, TSK.

To: Paullie who wrote (16152)	12/3/1999 9:14:00 PM
From: DlphcOracl	Read Replies (1) \| Respond to of 57584

Paullie: Long term stocks -- in answer to your post: CSCO: I would NOT pick CSCO as one of the top stocks to own over the NEXT 5 years. They will always be around and be a core player, but they are being "nibbled to death by ducks". By that, I mean, there are an increasing number of small companies coming onto the market with individual products superior to CSCO offerings , each in different sector (JNPR: faster routers; FDRY: network protocol; RBAK: subscription manager; FFIV: voice-over-IP equipment). CSCO is responding by buying as many promising private upstart companies in various sectors before they become IPOs, but the writing is clearly on the wall. Their growth rate will slow over the next 5 years and they are already overvalued for their current growth rate. I own CSCO and will keep as LT hold to avoid taxes, but will NOT add new money. JDSU or ETEK: pick JDSU EMC or NTAP: both are great companies and excellent picks. MOT or NOK: pick NOK. NOK is eating Motorola's (and everyone else's) lunch. Other thoughts: non-PC chip stocks: PMCS; BRCM interactive TV: Gemstar Intl (GMST) software (CRM, B2B enabling, etc.): VIGN, SEBL, VRTS, LGTO, ITWO. Paullie, bon appetit.