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Technology Stocks : Internet Guru Discussion -- Ignore unavailable to you. Want to Upgrade?

To: steve harmon - analyst who wrote (3379)	12/20/1999 6:19:00 AM
From: mike.com	Respond to of 4337

Steve, as one of the early posters to this board (https://www.siliconinvestor.com/readmsg.aspx?msgid=7813838), I have continued to follow your picks and appreciate the insight provided. I know you are aware of my favorite stock (IATV) and have commented on it frequently. With the interactive TV market starting to gain some major attention, don't you feel that the companies that provide a bridge between TV and the internet are best positioned going forward? Ted Turner was the first to use HyperTV with the James Bond festival and again with a Bob Marley tribute concert. I know you have said that IATV's technology will be needed in the future but it's looking more and more like the future is now. The stock is up over 500% since I first brought it to this thread's attention but I think this year will be another tremendous year as the company gains the needed exposure. I'm sure the investment bankers (led by Credit Suisse First Boston) doing the secondary will make sure the company gets it. I'm interested in your current opinion of IATV. Of course, if it comes out in a detailed report as one of your picks for the new year, well, that would be fine with me too.

To: steve harmon - analyst who wrote (3379)	12/21/1999 5:58:00 AM
From: Doug Meetmer	Read Replies (1) \| Respond to of 4337

Mr. Harmon, It is nice to know you are familiar with TFS. I have owned TFS for about four years and for much of that time the stock has been flat or down. Fortunately, they have gotten their ducks in a row this year, aided by an explosive cellular market and the return of Motorola to the playing field with some nifty digital phones. It is the standard LCD display that has been responsible for the revenue and earnings growth this year. They do have some newer technologies that are quite interesting and should fuel further growth. One such technology is called LCID (liquid crystal intense display), which is a multicolored, bright, low energy display that has advance visibility in sunlight. The company recently put this into radar detectors. Another technology allows multiple shades of gray with higher resolution and is useful for a variety of devices. The most exciting technology is LCOS (liquid crystal on silicon). You are familiar with this type of technology because it is at the heart of those $10,000 projectors that allow direct presentations from laptops and seem to be all the rage. With a company called Siliscape (although I think they changed the name), TFS incorporated their LCOS technology into a portable phone that has an aperture that the user peers into to view a high resolution, full color projection of a computer screen that appears similar to a 15 inch monitor viewed from a couple of feet away. I am a physician here in the Bay Area, but my passion is technology and investing. Through my work and socially, I have had encounters with silicon valley VIPs and I usually try to strike up a conversation about the hot topic du jour. Recently, a CEO of a private high-speed wireless communications company told me something prophetic, yet obvious. He said that the computer of the future will be the cell phone. This makes perfect sense, since the trend is towards portability but PDAs and notebooks are of limited usefulness without the ability to connect to networks (either intranets or the internet). Enter the cell phone, the one device that can link the other devices. Since there really shouldn't be a need to carry three separate devices, the trend will be toward simplification and integration. I can envision a single device, a cell phone, running the Palm OS (or similar), with high speed data transfer capability. The interfaces will be a small, LCD type display for basic PDA / phone functions, as well as perhaps a headset sporting one or two (for stereoscopic vision) LCOS devices that sit perhaps an inch from each eye and allow the user to see a full-color, high res web page. The headset will have a microphone that will allow voice recognition for searching the web, dialing phone numbers, recalling PDA info, dictating efaxes or emails. The keyboard as we know it will be obsolete but perhaps the phone would have a small pointing stick that could be used for navigation around the color display. A user could pull up a virtual keyboard and point and click on letters if necessary. I bring up this totally feasible and probable image because firstly, it is fun to pontificate about the future, and secondly it gives me something to look forward to knowing that TFS owns technology that will allow such futuristic optical interfaces. We all have our opinions and I value yours. My own intuition tells me that TFS (the stock) will be heading north from here, driven by strong current business conditions and also the slow but steady implementation of their next generation technologies into products brought to the marketplace. My own 12 month price target is 2-3X current levels. By the way, is it really you who answers these posts, Mr. Harmon, or is it a representative from your office? I mean no disrespect I would just like to know who I am communicating with. Thanks for your time.