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To: Keith Feral who wrote (66248)	2/8/2000 9:14:00 AM
From: Lipko	Read Replies (1) \| Respond to of 152472

Keith - thanks for mentioning what I also felt to be the most important feature going forward. You will use it at home first, take it on the road as Internet/telephone, wait probably not a year and take it on exotic travels (what I am anxiously awaiting), for Internet/real time video and audio. Will we get any of this in 2002 - perhaps, and who will then care about video phone screen/character limitations. It seems to me that the technology has always been aimed for the one appliance do everything everywhere connection, and just a little patience will get us there. Best, John

To: Keith Feral who wrote (66248)	2/8/2000 10:06:00 AM
From: Jim Willie CB	Read Replies (1) \| Respond to of 152472

another Tom Galvin interview on CNBC we have finished only the first year of a multi-year global profit growth recovery [following the Asian Meltdown] the Federal Reserve has it wrong forces of deflation are still with us (excess capacity, deregulation, internet) their rate hikes are pre-emptive with no inflation in sight TBonds should see yields peak in this current Q1 expect more mergers in financial arena, since Glass Steigman repeal he likes the telecom and media broadcasting sectors picks: AirGate PCS (PCSA) fast growing wireless carrier Andocs (DOX) didnt catch their business CommerceOne (CMRC) not cheap but way early in growth this guy sees endofyr NazComp at 7000, Dow at 16,000 your intrepid reporter / Jim Willie