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Strategies & Market Trends : Trader J's Inner Circle -- Ignore unavailable to you. Want to Upgrade?

To: LTK007 who wrote (25147)	12/31/1999 11:48:00 AM
From: Wes Stevens	Read Replies (1) \| Respond to of 56535

Max I also took a small position at 20 1/8. I was waiting for a pull back. Looks like it will finish strong.

To: LTK007 who wrote (25147)	12/31/1999 2:28:00 PM
From: johnsto1	Read Replies (1) \| Respond to of 56535

TLCM I found some of what their so excited about at Prudential. Significant Exposure to the wireless revolution. Telcom's three pronged strategy revolves around what we believe is the hottest end-market, on of the most stable product areas, and the ever-important possession of the intellectual property (IP). Approximately 55% of Telcom's business is from the wireless end market. As of 3Q99, approximately 40% of Telcom's revenues were generated from Motorola (good news since Motorolla is experiencing incredible demand right now). The company estimates that Telcom products reside in around half of Motorola's wireless handsets.... We believe that the company is in the first stages of qualification at Ericsson, and that Telcom should be able to leverage its current relationship with Qualcomm to gain additional business. Over time, we believe that there is potential to establish a relationship with Nokia through its equity stake in Silicon Aquarius.