Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?

To: Rande Is who wrote (19943)	2/4/2000 2:32:00 PM
From: xcr600	Read Replies (1) \| Respond to of 57584

Adding some more GBT today on new high- Company is out of Canada and appears to be largely overlooked. Just received a nice endorsement from a very knowledgeable person here on SI. They hold some large positions in foreign telecom co's. gstglobal.com gstglobal.com 49% Bestel (Mexico) 55% NeTrue (US mfg of IP Telecom equip) netrue.com 60% Highpoint (HGP on ALberta exchange) Highpoint has further holdings- hgptelecom.com 80% of Vitacom vitacom.com 100% of Datamax Telemanagement (Mexico) datamax.com.mx 100% Cyberlight Intl 55% Axxon Telecom B.V. (Europe) and North American Gateway (http://www.nag.ca/) Highpoint has some large ambitions in Europe- a fibre optic network called VINE consisting of 11,000km

To: Rande Is who wrote (19943)	2/4/2000 3:42:00 PM
From: Joe Smith	Read Replies (2) \| Respond to of 57584

Noticed that Public Portfolios now seem to work... WIND seems to be moving in $30-38 range. Looks kind of boring. Just shadowing NASDAQ, however, I think this may be a good earnings play. Earnings later in month. If they are good it will seal the turnaround story. Should also see announcement of finalization of merger. Once the merger is complete, this will no longer be a small cap. I am looking for new highs within 3 weeks. This thread seems to ignore the software behind the internet appliances and the internet infrastructure, i.e. LBRT, WIND, SPYG, RSYS. WIND, RSYS and SPYG have good history of positve earnings. We all know from MSFT that software is a good business. Much less investment tham hardware, less uncertainty too. Makes for much better margins. Many of the deals for these companies involve run-time revenues, in other words royalties!!!

To: Rande Is who wrote (19943)	2/4/2000 4:13:00 PM
From: Bucky Katt	Read Replies (1) \| Respond to of 57584

Hey Rande, re: metal plays..I mentiond that a month ago on the Rat thread, no response, mentioned it again today at the open, only got 1 response, a pm, from the one guy who knows the metals like I do, Kevin Shea. The move in the metals was logical. goes back to that shrink in the M-2, and some other things, like the Euro melt, etc.. I am glad to see you are on it also. Of course, this comes as no surprise to me, you are always ahead of the curve.