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Technology Stocks : Internet Appliances -- Ignore unavailable to you. Want to Upgrade?

To: Sampat Saraf who wrote (79)	2/24/2000 5:14:00 PM
From: Return to Sender	Read Replies (3) \| Respond to of 127

I hesitate to strongly recommend any particular stocks but rather advise you to look carefully at the whole group and find your own reasons to purchase an individual security. We discussed BND here at one point and I suggested buying at 7... I did not but ThatDadGuy made out like a bandit. I am in PASW based on the fact that the stock trades nearer a 52 week low than many in the sector and the stock has a very small float. Certainly no guarantee of any success long term but I like the depth and breath of their technology as well. Check the lists out at the Bull Sector site for more ideas and lets discuss them together. bullsector.com TDG??? Help us out here my friend... What do you think? Thanks, RTS

To: Sampat Saraf who wrote (79)	2/24/2000 7:09:00 PM
From: the hube	Read Replies (1) \| Respond to of 127

I agree with TDG about BND. I have a large (for me) position bought mostly around 9, but have bought as high as 16. My reasons are the growing media promotion of internet appliances, profitibility from contract manufacturing (PE under 20), expected bounce when Virgin Megastores gives away 10,000 of their iBrow's for Free (I can't imagine them doing it quietly), and the upcoming Netpliance IPO, which I expect to be very hot. About the only thing I disagree with in his last post is him referring to NTPL as a $1 Billion co after their IPO. They are raising $100 million. After the first day, my guess is that their market cap will be around $3 Billion. You will then have BND, profitable with a $75 million cap, vs NTPL, unprofitable with a $3 billion market cap. Other than that, the companies will be very similar, except that BND will also have their profitable contract manufacturing operations (They have specialized in thin clients and dumb terminals for years). It kind of reminds me of ESFT and COBT last november. I did very well on ESFT at the time of the COBT IPO. It helped that Intel made an equity investment the week after I did, but I could easily see that also happening with BND (my guess would be for an ISP or telecom Co, making a direct investment into their Merinta subsidiary. I also think it likely that they will IPO Merinta if NTPL is very successful. John