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

To: Paullie who wrote (20901)	2/21/2000 6:05:00 PM
From: Kevin Shea	Read Replies (3) \| Respond to of 57584

Some that I have been playing include: CHY, ACRO, ECIN, UVEW in HDTV; VVVI, ESST in Set-top ( for low price entries) OPTV, RVST, LBRT, in IPO pot ..... whole bunch of others...

To: Paullie who wrote (20901)	2/21/2000 6:53:00 PM
From: DlphcOracl	Respond to of 57584

Paullie: My best bets in the set top boxes/interactive TV space are: Gemstar (GMST), Scientific Atlanta (SFA) and Broadcom (BRCM).

To: Paullie who wrote (20901)	2/21/2000 8:18:00 PM
From: Joe Smith	Respond to of 57584

I set up this port a couple of weeks ago for e-appliance software makers. siliconinvestor.com

To: Paullie who wrote (20901)	2/21/2000 9:11:00 PM
From: Rande Is	Read Replies (1) \| Respond to of 57584

Paullie, I believe set-top boxes will be rolled out this summer. . and wireless devices will get extremely popular by Christmas. . .the only thing I don't think will catch on any time soon is xDSL. Set-top boxes will be the primary choice with wireless as the alternative . . .except in the cities where xDSL will get use. . .yes, there is great growth. . I'll let others supply the lists of names. . . Rande Is [sorry for errors in last post. . .]