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To: j g cordes who wrote (24640)	12/28/1999 6:05:00 AM
From: Johnny Canuck	Respond to of 69345

Hi Jim, I noticed that Abby Joseph Cohen one of the streets great bulls has turned cautious too in this Sunday's NY Times. She thought the market was fully valued this March. This opinion came public on Dec 16,1999, according to the article. She is only look for single digit gains on the indices next year. She still see some upside though and is looking at financials because they are oversold by her definition. On another note I was dubious that the demand for optical components was a high as portrayed, but I have been told that the system engineers can not even get components to test at NT because the customers want the end product so badly and the manufacturing division's first priority is to the external customers not the internal ones. Simply, amazing.

To: j g cordes who wrote (24640)	12/28/1999 6:47:00 AM
From: Johnny Canuck	Read Replies (2) \| Respond to of 69345

Jim, One of our guys is headed to CES, let me know if there is anything your want information on while he is there. *************************** *************************** Dear CES registrant: Thank you again for registering for the 2000 International CES. The show is less than 3 weeks away. We've been sifting through the 1,500 exhibitor listings, and we've found some really hot topics and technologies at CES. Convergence smurgence, CES has it all. In addition to the digital advances in traditional audio and video products, there are some channel-stretching, mind-bending opportunities out there: Broadband Channels Connectivity Content Convergence Digital Radio DSS DTV DVD-Audio E-commerce Embedded Technologies Emerging Technologies Flash Memory Home Networking Information Appliances Insights from New Business Relationships Interactivity Lifestyle Products Mobile Computing MP3 PVRs Solid-State Storage Speech Technology Streaming Technology Visionaries Wireless Web Workstyle Products that Make Work and Play Flexible Speaking of hot topics, DTV and Antenna Technologies are red-hot at the 2000 International CES. DTV sales to dealers surpassed 100,000 last month. Tremendous consumer interest in DTV is boosting sales in all categories, especially antennas. Experience the digital future of audio and video at CES: 1. Pick up your valuable DTV Guide at the CEA booth in the LVCC Lobby. We've outlined all the broadcasting efforts and issues. 2. See the CEA Antenna Selector Program at the Antenna Pavilion, LVCC North Hall. 3. Visit dtvweb.org and antennaweb.org year round. Also, you don't want to miss INTERNET 2000 at CES, starting Friday at 1 pm in the Las Vegas Hilton Theater, and hosted by Virginia's Governor James Gilmore, Chairman of the Advisory Commission on E-Commerce. The full schedule is available at cesweb.org. Speakers include: John T. Chambers, President & CEO, Cisco Systems; Bill Schrader, President & CEO, PSINet; John Roth, Vice Chairman, President & CEO, Norte; Brad Chase, Senior Vice President, Consumer and Commerce Group, Microsoft; Representative Tom Bliley (R-VA), Chairman, House Committee on Commerce; Susan Ness, Commissioner, FCC, and Gary Shapiro, President & CEO, Consumer Electronics Association. Don't forget to bring your Palm to CES. New this year, our navigator stations will include cradles, and you can download the complete exhibitor list, including booth numbers, into your Palm. Sponsored by LiquidPrice.com, LVCC booth #4464. Or, get a jump and download it right now! Visit liquidprice.com CES is only three weeks away. We have a free online personal planner to get you organized. Visit cesweb.org.