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To: Enigma who wrote (50166)	3/7/2000 11:14:00 PM
From: Probart	Read Replies (1) \| Respond to of 116752

Howdy thread. Many of techs also go up because of incredible earnings growth, you just have to find the right ones. Just checking on my gold insurance. Probart

To: Enigma who wrote (50166)	3/7/2000 11:17:00 PM
From: Ahda	Respond to of 116752

I think you are right E. I understand the need of b2b it is cost saving takes less time . I have tried to shop on the net the more it grows the more impossible it gets. So i think commodities but in this robust net none of us eat we are all soylent which taste like he double toothpicks to me. Many appliances seems to be built for a probably five years where it use to be ten but we don't have land for dumps. At least we can burn money and print more and what about future generations? Too bad some of these tech gurus didn't look at the environment that just the casings from obsolete create. Damn gold anyway you can recycle it.

To: Enigma who wrote (50166)	3/7/2000 11:43:00 PM
From: Rarebird	Respond to of 116752

Some of these high tech companies are less affected by rising crude and raw material prices. Let me give you an example in the Internet Sector, which has very deflationary ramifications: F5 Networks ( FFIV ) supplies both hardware and software based Internet traffic and content management solutions. The company's hardware product is a load balancer, which monitor servers in multiple sites for problems and malfunctions, manages user traffic and routes users to the best available server. It's software-based products check content to ensure consistent performance. To be sure, individuals who work for companies like FFIV, and families, are shelving out more money to heat their home and fill their car or van with gas. So, they will have to cut back their spending on other things. That is why the retail, restaurant, auto, etc; stocks have been getting creamed lately. The Market is beginning to discount a recession here. If crude and raw material prices continue to rise and the economy enters a recessionary period or very sluggish growth, you got the best environment for a Gold Bull to be born. Most of the companies in the high tech sector would also get adversely affected as their growth rates would drop significantly. It will be interesting to see if the new era succumbs to the same old-fashioned rules of finance that have applied throughout history. One thing is for sure: this bull will die hard. High Tech investors still believe in the Magic of Greenspan to produce a soft landing. They will give him every benefit of the doubt to the very end till the handwriting is on the wall.

To: Enigma who wrote (50166)	3/8/2000 8:09:00 AM
From: Rarebird	Read Replies (4) \| Respond to of 116752

< Many of the tech stocks have been going up simply because they are tech stocks- have some other magic word association-like wireless tech...> The Wireless Market is in the very early stages of infancy. It happens to be a great thing. I own a Palm IIIx and surf the web using the Puma browser when I'm away from my PC at home with my super fast Time Warner Cable Road Runner Service. proxiweb.com. The Yahoo Instant Messenger for the Palm is great too. Watch for much greater speeds this summer: Novatel Wireless Selects Analog Devices and TTPCOM's GSM/GPRS Technologies Agreement Will Enable Development of High-Speed Wireless Internet Devices for GSM/GPRS Networks Norwood, Massachusetts - February 28, 2000 - Analog Devices, Inc. (NYSE: ADI) and TTPCom, Inc. today announced that Novatel Wireless, Inc. of San Diego, California, has selected their respective technologies for the development of GSM/GPRS (Global System for Mobile Communications/General Packet Radio Switch) networks. Novatel Wireless is a leading developer of wireless Internet solutions that provide access to mission-critical information in both fixed and mobile environments. Under the terms of this agreement, Novatel Wireless has licensed TTPCom?s GSM and GPRS embedded software, and will integrate ADI?s SoftFoneTM AD20msp430 chipset into its products to provide wireless voice and Internet data capabilities to users of leading personal digital assistants (PDAs). The new SoftFone-enabled modem will allow high speed data rates of 115 kilobits per second, up to 6 times higher than those currently available. Novatel Wireless currently manufactures a suite of wireless data products that provide mobile access to data over the CDPD (Cellular Digital Packet Data) network at rates up to 19.2 kbps. These products include the Merlin? Wireless PC Card Modem for Windows© laptops and handheld PCs, the Minstrel© family of Wireless Palmtop Modems for Palm Computing© platform organizers, and the Expedite? family of OEM modules for custom hardware integration. ?Novatel Wireless? mission is to bring high speed wireless Internet capabilities to mobile professionals everywhere,? said Bob Corey, CEO of Novatel Wireless. ?We chose Analog Devices and TTPCom as our partners due to their GSM system expertise and superior wireless communications technology. Through this product collaboration, our wireless Internet products will provide customers with unparalleled voice and data capabilities through the GSM/GPRS networks worldwide.? Analog Devices? SoftFone AD20msp430 chipset allows designers to build applications, such as GSM mobile phones, handheld platforms and Internet appliances, that can accommodate 2.5G wireless data communication standards, including GPRS (General Packet Radio Service) and HSCSD (High Speed Circuit Switched Data), and are also forward compatible with future 3G cellular standards. ADI?s new SoftFone chipset incorporates significant advancements in power consumption, cost and size. In addition, SoftFone provides manufacturers with the functionality to easily customize features and options entirely in software. The SoftFone chipset chosen by Novatel Wireless will run GPRS protocol stack software from TTPCom. The combination of ADI?s hardware and TTPCom?s software has achieved more than 30 FTAs (full type approvals) and has received more than 70 operator approvals worldwide. ADI and TTPCom have been collaborating on GSM solutions since 1993. ?Novatel Wireless is a preeminent supplier of wireless Internet solutions and we are pleased to have been selected to provide GPRS high speed voice and data capabilities to their product line,? said Christian Kermarrec, vice president, RF and wireless systems, Analog Devices Inc. ?As the market continues to demand escalating Internet functionality on a wide range of devices, Analog Devices is well-equipped to serve the needs of the wireless communications market due to expertise in analog, mixed and digital signal processing as well as its systems understanding approach.? ?The rapid growth of wireless Internet and the prospects it has for changing our lives places a big responsibility on equipment manufacturers to deliver advanced yet timely solutions,? said Mike Bradley, sales manager, TTPCom. ?It is very appropriate that Novatel, a leader in wireless data products is partnering with TTPCom, the acknowledged leader in GSM/GPRS technology. We look forward to some exciting new products from Novatel.? About TTPCom, Inc. TTPCom is an independent supplier of technology for digital wireless communications and was the first such supplier to achieve Full Type Approval for a GSM terminal. It has partnerships with leading companies such as Analog Devices, and has helped its customers to deliver more than 30 type-approved products with its proven and stable software technology. For more information, visit the website at: www.ttpcom.com. About Novatel Wireless, Inc. Novatel Wireless, Inc. is a privately-held, leading-edge wireless communications company headquartered in San Diego. The company develops affordable wireless Internet solutions for both mobile and fixed environments. Novatel Wireless? product portfolio includes the Merlin? Wireless PC Card Modem, the Minstrel© family of Wireless Palmtop Modems, the Sage© Wireless Serial Modem, and the Expedite? family of OEM modules. In recent months, Novatel Wireless has received multi-million dollar contracts from OmniSky Corporation, Metricom Corporation and @Road, Inc. to produce wireless data products. Among the emerging technologies that Novatel Wireless will support in 2000 are Metricom?s Ricochet and the GPRS/GSM networks, which offer wireless data connections at 128 kbps. Development work on these high-speed networks, combined with the company?s knowledge of existing wireless technologies, lay a strong foundation for the migration to 3G solutions. Novatel Wireless continues to develop strategic partnerships with an impressive roster of companies including AT&T Wireless, Bell Atlantic Mobile, Microsoft Corporation and Palm Computing. For more information on our products please visit the Novatel Wireless web site: www.novatelwireless.com or call 888-888-9231. About Analog Devices, Inc. With fiscal 1999 sales of $1.45 billion, Analog Devices is a leading manufacturer of precision high-performance integrated circuits used in analog and digital signal processing applications. Headquartered in Norwood, Massachusetts, the company employs approximately 7,400 people worldwide, and has manufacturing facilities in Massachusetts, California, North Carolina, Ireland, the Philippines and Taiwan. Analog Devices' stock is listed on the New York Stock Exchange and the company is included in the S&P 500 Index. Additional information on the Analog Devices GSM/GPRS chipset is available at www.analog.com/gsm.