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Strategies & Market Trends : Gorilla Game Investing in the eWorld -- Ignore unavailable to you. Want to Upgrade?

To: Nichols who wrote (1191)	1/6/2000 2:46:00 PM
From: Adam S	Respond to of 1817

Take advantage of the opportunity. I know I am.

To: Nichols who wrote (1191)	1/6/2000 11:34:00 PM
From: Teflon	Read Replies (1) \| Respond to of 1817

I will be out of town until early next week, but will follow up with everyone when I return. Don't let the Market spook you, and don't let those slimey institutional folks take your precious tech shares on the cheap. Patience will be rewarded here IMHO. Take care everyone. Teflon

To: Nichols who wrote (1191)	1/7/2000 3:43:00 PM
From: MCF	Respond to of 1817

Nichols I am not a expert by any means,but I bought ARMHY last April @$35.00. It is currently at 410% gain,even after the thrashing the tech sector took this week.The ARM architecture is making significant inroads into the worldwide embedded control market over the last 6 years. Guestimate is 10-15% market share worldwide.They only have 400 employees or so and are fabless. It is a great business model,one that Qualcomm will eventually follow:-)message..dump the overhead and thrive off the royalty streams..They have a strong presence in Nokia and Ericson on phones through SiRF with their GPS chip set for E911 FCC regulation requiring cell phone manufacturers to provide location information,(<125 meters/67% of the time) which is mandatory in N.America starting in 2001. I think they report qt.profits later this month. I would expect a 3/1 or a 4/1 split to go down in 1st.qt.It's rumored that European market likes the low US$ ASP's.Hindsight is beautiful, but I was considering a 30 day put with my broker for $1700 for 1000 shares. I missed it,but live and learn. They are also positioned well over the low end handheld market(widgets & gidgets). Screw Goldman's downgrade..if you are a long term player on a winner..I recommend buying it. See ya Surfin@60