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Strategies & Market Trends : The New Millenium Portfolio -- Ignore unavailable to you. Want to Upgrade?

To: Terror who wrote (156)	1/19/2000 7:51:00 PM
From: David Smith	Respond to of 540

Interesting stock for the thread.... Take a look at the chart on ROBOF. This is a tiny Israeli company that owns www.swapstation.com, which is becoming a very hot site that allows users to barter with each other. Some very influential Bay area VC's think barter will be the next big trend in e-commerce and could begin to take business away from the traditional auction sites like EBAY and AMZN...ROBOF is the only public way I know to play this sector. The stock is trading on it's highs and is seeing some institutional buying.

To: Terror who wrote (156)	1/20/2000 2:20:00 PM
From: John Pitera	Read Replies (1) \| Respond to of 540

I am neutral on splh I see that it has run up but has it does have some overhead, since it was at 45 2 years ago. XRX is 75% of sales so god help splh if XRX goes elsewhere. Fuji accounts another 20% of sales. There may not be that large of a barrier of entry for another company to move into this area. but this is only a cursory look. John -------------- If Splash Technology Holdings makes a splash, it will be in vibrant blues and greens. The fabless company designs and markets color servers and related software that link desktop computers to digital color laser copiers. Splash's servers, which work with PC, Macintosh, and UNIX-based computers, feature color correction and calibration and enable users to scan, manipulate, print, and photocopy images. Xerox and its joint venture company, Fuji Xerox, which account respectively for about 75% and 20% of sales, integrate Splash's products with their digital color copiers and resell them worldwide to commercial, short-run, and office printers, photo laboratories, graphic artists, and print-for-pay companies. splashtech.com