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To: H James Morris who wrote (91434)1/19/2000 11:48:00 AM
From: Mark Fowler  Respond to of 164684
 
Jim here's one that you should look at Rimm

biz.yahoo.com

"Research In Motion (RIMM) 56 1/2 +7 1/8: The
new "big thing" on Wall Street changes as often as
the wind --Y2K, B2C, angiogenesis inhibitors, portals,
auctions and so on. One of the latest big things is
wireless Internet access and services. Investors
making big wagers on the idea of a seamless
convergence of the Internet and wireless data by
taking stakes in highflyers such as Puma Technology
(PUMA), Wavecom S.A (WVCM) and Leap Wireless
(LWIN). These three stocks, on average, have soared
615% over the past six months. Research In Motion
has been one of the less visible names among the hot
money investors. But low visibility among traders
hasn't meant that the Ontario, Canada-based
company's stock hasn't been a winner. RIMM's path
to triple-digit gains has simply been less
spectacular... Unlike many of the wireless stocks that
have been swept up by investors, RIMM is a real
company; i.e. has meaningful revenues, impressive
earnings growth and a host of red-letter partners.
Joining that list of prestigious partners is Canadian
data and telephony network equipment company
Nortel Networks (NT), which announced this morning
plans to invest $25 million in RIMM as part of an
alliance to facilitate the development of future
wireless Internet technologies and international
wireless Internet market opportunities... The
company has also recently inked alliances with Dell
Computer (DELL), Entrust Technologies (ENTU),
VeriSign (VRSN), Avis Rent A Car (AVI) and Merrill
Lynch (MER) to name a few... Driving the company's
growth is its wireless technology designed to let
business customers remotely send and receive e-mail.
The RIMM solution uses a wireless handheld with
integrated email/organizer software, PC docking
cradle, server software and a flat-rate nationwide
airtime to allow consumers to create e-mail, faxes,
alphanumeric pages and text-to-voice messages. The
company's push delivery feature gives users
notification as a new email arrives, eliminating the
need to dial-in or initiate the connection. Under the
agreement with Dell Computer, the PC maker will
resell Research In Motion's BlackBerry wireless email
solution... The company's seemingly deal-a-day
strategy is expected to add up to big profits over the
next two years. According to a First Call survey of
nine analysts, Research In Motion will earn $0.16 a
share in fiscal year 2000 and $0.43 in fiscal 2001, a
year/year increase of almost 170%. The company's
long-term (5-yr) EPS growth rate is projected at
100% per annum. - DS "




To: H James Morris who wrote (91434)1/19/2000 12:25:00 PM
From: Mark Fowler  Read Replies (1) | Respond to of 164684
 
Jim thanks for that piece on Amcc -- good reading.