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Non-Tech : Bill Wexler's Dog Pound -- Ignore unavailable to you. Want to Upgrade?

To: Bill Wexler who wrote (6953)	3/1/2000 1:44:00 PM
From: lindend	Read Replies (1) \| Respond to of 10293

Ok, my usual question follows: Why is STMI compelling? General wireless hysteria or something specific. Edit: or is the two-way satellite Internet access. Both DirecTV and Dish seem to be expanding into this arena.

To: Bill Wexler who wrote (6953)	3/2/2000 11:16:00 PM
From: Bill Wexler	Read Replies (3) \| Respond to of 10293

VERY STRONG BUY REC.......CNXT I was picking up quite a bit today between 79 and 82. Unlike STMI (which I consider a speculative shot in the dark wireless play), here is an opportunity to get in on a huge grower that has been knocked down due to overblown fears about a small portion of its product line. A rare opportunity to get in on a big pulback. My intermediate target is 110 - 115, which I think it will reach fairly quickly. A double from those levels is not out of the question considering the company is executing wonderfully and the demand for communications infrastructure is voracious and growing at phenomenal speed. Like INKT.....another must-own.