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

To: Rande Is who wrote (20888)	2/21/2000 5:53:00 PM
From: Paullie	Read Replies (5) \| Respond to of 57584

Set top boxes / Interactive Television / Digital Television / Broadband Internet over cable. What industries and specific companies do you expect to have the greatest benefit from the growing trends listed above? To me, this seems like an incredible growth opportunity and more importantly, after doing some more reading, I believe these high teck trends will be the standard that 3-5 years from now people will not be able to live without! A recent example includes TWX unveiling its system in NYC. As with any other incredible boom, there will be established companies (ie. aol/twx, msft) that will benefit greatly from the trend, new growth companies that will benefit even greater, and then there will be the smaller companies that (in stock price comparison) will benefit the most. Does anyone have a list that they would care to share (perhaps 5 established, 5 new growth, and 5 small cap companies that will fit this bill). I think this could be a highly profitable portfolio! Thanks. Paullie