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Technology Stocks : BLUE WAVE SYSTEMS-BWSI A comer in telecom -- Ignore unavailable to you. Want to Upgrade?

To: Liatris Spicata who wrote (69)	1/31/2000 2:17:00 AM
From: FIFO_kid2	Read Replies (1) \| Respond to of 170

My portfolio consists mainly the wireless, internet infrastructure, or semiconductor sectors. As for buying I am looking hard at CDCO NTAI BDR MRM. MRM's earnings are fine if you take away the huge increase in R&D expenditures and its hard to believe a wireless play is not moving yet-be patient it needs a catalyst. 1999 had been so good to me; I still cannot believe it. I own quite of few stocks but my top three holdings by far now in terms of value are VOXX(the mini Nokia), DIO, and VARL(which I have been paring a bit recently). The former two, however, I would buy more on ANY pullback as they are blowing away their numbers. Their growth rate is also way above their PEG ratio and the businesses continue to look fantastic. I think MWAV still could be attractive even though MWAV has moved appreciably for me since my buys from mid November through mid December. I would monitor it for its earnings. The company completed its restructuring last qtr and the outlook for it is very promising. For your information I just sold my SSPI at 5 9/16 after accumulating it on the breakout day (a day after Thankgiving)at 2 1/4. I think SSPI will be risky around earnings. Why would a strategic plan be initiated? Because their current business is underperforming. SSPI saw lots of resistance at 3 to 3 3/16-that would be a good entry point. SSPI is one definitely to watch though.

To: Liatris Spicata who wrote (69)	2/17/2000 9:21:00 AM
From: Liatris Spicata	Read Replies (1) \| Respond to of 170

ComStruct VoIP Product Announcement: biz.yahoo.com BWSI today announced the latest member of the ComStruct(TM) family of building blocks for communications processing, the PMC/C5421, which is set to have a significant impact on vendors looking to add open-standards based Voice/Fax/Data over IP capability to existing and new equipment designs. The new module will provide processing power to handle up to 192 channels of voice/fax over packet processing.