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Strategies & Market Trends : A.I.M Users Group Bulletin Board -- Ignore unavailable to you. Want to Upgrade?

To: RFH who wrote (9529)	12/10/1999 2:37:00 PM
From: OldAIMGuy	Read Replies (1) \| Respond to of 18928

Hi RFH, No, I'm not involved with CHRZ, but just received $$$ from the buy-out of Hambrecht & Quist shares I owned. Now I'm forced to find a new home for those $$$. Best regards, Tom

To: RFH who wrote (9529)	12/11/1999 12:43:00 PM
From: JZGalt	Respond to of 18928

People are finally waking up that the new economy uses ERP software and someone is going to install that software ala CATP. The software companies have higher margins and volatility right now. I kept telling you guys it would happen. SEBL, SAP, ITWO, ORCL, etc. have all been run right out of sight and now it it time to start pruning back a bit and looking ahead to the next areas they want to own vs. fighting the pack. GNSS is still cheap and relatively undiscovered as are video over net plays. my $0.02 They also figured out DCTM (my cost basis is $10 as I go lucky and caught near the yearly low). People are also waking up to a 2-3 year semiconductor building boom that is going to start due to capacity constraints. Small and medium sized companies in this area have doubled and tripled, but the magnitude of this move isn't in the cards yet. ASYT, NVLS, AMAT, KLAC, CYMI, PLAB, etc. are all worth a look. I don't own all of these, but you can figure out the usual group of suspects. ----- Dave