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

To: Rande Is who wrote (16960)	12/18/1999 4:46:00 PM
From: John McCarthy	Read Replies (1) \| Respond to of 57584

CLZR .... its been a long time since July ..... and I think the basing period from the secondary is behind this stock now ..... Message 12328325 disclosure:Very long. Note:I am a fundamentalists actully talking more about TA issues than earnings. Earnings are a given. regards, John McCarthy

To: Rande Is who wrote (16960)	12/18/1999 9:16:00 PM
From: DlphcOracl	Read Replies (1) \| Respond to of 57584

Rande Is et al.: Global Technology Plays The year-end 2000 double-issue of Business Week has several excellent articles on promising technology stocks, which I will briefly summarize below for the thread: Global Small Cap: (1) Wavecom (WVCM) France - mobile net; (2) Perlos Finland - makes parts for mobile-phone market, esp. Nokia; (3) Icon Medialab Sweden - Web consultant in B2B e-commerce, expanding across Europe; (4) Hikari Tsushin Japan - Japanese mobile internet with huge subscriber database. European Tech Stocks: (1) Nokia (NOK) (top pick); (2) Ericsson; (3) ST Microelectronics (STM) (France); (4) ARM Holdings (ARMHY) (Britain); (5) Dialog Semiconductor (DLG) (Britain); (5) Epcos (EPC) (Germany) - Siemens spin-off makes mobile phone parts; (6) Business Objects (France) - makes software tools for managing data; (7) Exact Holdings (Netherlands) - products automates business processes; (8) Landis Group (Netherlands)- Europe's No.1 network vendor, sells Cisco network systems; (9) Libertel (LBE) Netherlands - mobile telecom services provider. Asian Tech Stocks: (1) Fujitsu Ltd.(FJTSY) - one-stop shop for everything from chips tp Web solutions; (2) Softbank (SFTBF) - the Japanese CMGI;(3) NTT DoCoMo - The division of Nippon Telecom and Telegraph that specializes in wireless (similar to Sprint PCS); (4) Korea Telecom (South Korea) - brings broadband networks to Korea's cybertraders; (5) United Microelectronics (Taiwan) - semiconductor chips; (6) Taiwan Semiconductor - major outsourcing company for making chips; (7) Legend Computer(LGHLY)- China's dominant PC brand; Pacific Century Cyberworks (Hong Kong) - Cyberconglomerate bringing broadband networking to Asia. Latin America: (1) Embratel (EMT)- carries 90% of Brazil's internet traffic; (2) Telmex (TFONY)- Mexico's biggest ISP with recent Microsoft deal; Televisa (GRPFF)- Mexico's biggest media company, with plans to go online. Please note that this is merely a starting point and I am not recommending any of these stocks (although I do consider several to be great technology plays). If any look promising to you, do your usual due diligence. Although several trade in the U.S. as ADR's, others trade only in their own countries and are available only through a full-scale major brokerage house. Bon appetit.

To: Rande Is who wrote (16960)	12/18/1999 9:22:00 PM
From: Tradelite	Respond to of 57584

Rande, you said: <<I must again pound the table on foreign high-tech and foreign manufacturing. I expect this area to show HIGHER percentage gains over the next 6 months than even the best of our high-techs>> ___________ Just today, I finished reviewing the annual reports from my four mutual funds, all of which have "growth" or "growth and income" as their investment objective. The one that is up the most for 1999 is the one defined as a "small-cap world growth fund." Obviously, you have a good point in your message to the masses!

To: Rande Is who wrote (16960)	12/18/1999 9:59:00 PM
From: Carolyn	Respond to of 57584

Re European tech stocks, I invested recently in Telelogic (TLOG) on the Swedish exchange. From an email from their IR, I gather they are thinking about a Nasdaq listing. Their website, which has a link to their chart on that exchange: telelogic.se

To: Rande Is who wrote (16960)	12/20/1999 7:36:00 PM
From: George Burdell	Read Replies (1) \| Respond to of 57584

Rande - re: foreign small cap I ran across an interesting stock today. A brokerage with a 700K float, 1.7 million total on NASDAQ SC, trading in the 7's, with plans to go online in the very near future, nice looking beta site. Not NATS. This stock released annual earnings today of .20, 2 1/2 times than of NATS. Book value is 1 1/2 times than of NATS. And the kicker - their online site will offer 24 hour international trading. Not afterhours (although they offer that), but place an order at 3 am in the Hang Seng market. Daytrading for folks who work days. If the first quarter shows screaming gains in foreign small caps, and this site is one of the only games in town, with a whole new target clientele, well, supply your own hyperbole... Potential red flag - IAAC calls Winter Park, FL home. Hmmmm... GB