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

To: Rande Is who wrote (22201)	3/13/2000 4:57:00 PM
From: Shroom37	Respond to of 57584

XYBR news. Up to 24 7/8 AH siliconinvestor.com XYBR : XYBERNAUT CORP (NASDAQ) All Headlines Xybernaut Reports Annual Revenues Nearly Quadruple from Prior Year Revenues in Fourth Quarter of 1999 Close to Five Times That in Fourth Quarter of 1998 FAIRFAX, Va., March 13 /PRNewswire/ -- Xybernaut Corporation (Nasdaq: XYBR), the leader in wearable computing and communications solutions, today announced that revenue for the year ended December 31, 1999 was $3,340,272, or more than three times the revenue for the prior year of $875,560. Revenue for the three months ended December 31, 1999 was $1,242,606, or nearly five times the revenue for the same period in the prior year of $257,817.

To: Rande Is who wrote (22201)	3/13/2000 5:42:00 PM
From: Kevin Shea	Respond to of 57584

TOPP ..hmmmm .. I entered Friday based on very strong TA signal...

To: Rande Is who wrote (22201)	3/13/2000 8:45:00 PM
From: Paullie	Read Replies (2) \| Respond to of 57584

Rande, I have been contemplating the tech "summer sell off" that we always expect. BLUF (Bottome line up front):I am beginning to think that this years summer sell off will not affect "as much" the high tech stocks that are profitable and have profitable futures supplying the products that will allow the world to communicate. Here are some thoughts. Looking at last year's high fliers like aol, amzn, ebay, etc. There charts are terribly volatile to include the spring of 99. Now, each of these is of course an internet stock. EPS of .35, .36, and -1.19 currently. Now let's look at today's high fliers like ADAP, JDSU, and BRCM. Thier future EPS for next year are .06, 1.08, and .95 respectively. Market Caps of aol, amzn, and ebay are ($BIL) 139.9, 22.258, and 27.129. None of these stocks have doubled in the past 12 months. Market Caps of ADAP, JDSU, and BRCM, ASSUMING A 100% GAIN, will be 6, 96, and 96. The last few years internet was new and HOT, but this year communications is hot. I think that investors like companies that use new technology to produce "products" and enhance society. I believe that the strong EPS and growth rates will support those higher Market CAPs of the ADAPs, JDSUs, and BRCMs. I feel that last year in the Spring began a major rotation of money from internet stocks to companies that will be profitting from the rewiring (and wireless) future of communication. (Remember all the industry consolidation last year.) Further, I do not feel that the rotation will be short lived (a few years at least.) I know you are not arguing that the "Summer Sell Off" is the end of this communications era, but rather a blip on the radar screen. Bottom Line: Which I will rewrite on the top to make it easier to follow. I am beginning to think that this years summer sell off will not affect "as much" the high tech stocks that are profitable and have profitable futures supplying the products that will allow the world to communicate. Maybe this is all wishful thinking, but I believe that JDSU, ADAP, LPTHA, BRCM, and a handful of others would be best off if not traded (but held!) by those of us with less experience - at least for the next year. Comments welcome! Paullie not spell/grammar checked.

To: Rande Is who wrote (22201)	3/13/2000 11:04:00 PM
From: Andretti	Respond to of 57584

DLK announces 2 for 1 stock split Company Press Release Datalink.net Announces 2 for 1 Stock Split Common Shares to Increase to Approximately 12 Million SAN JOSE, Calif., March 13 /PRNewswire/ -- Datalink.net, Inc. (Amex: DLK) a Wireless Application Service Provider (w-ASP) with patented technology and a leader in Web-to-Wireless convergence since 1994, announced today that its Board of Directors has approved a two-for-one stock split of its common shares to be effected in the form of a stock dividend. Stockholders of record on March 26, 2000 will be entitled to one additional share of common stock for each share of the company's common stock held on that date. The dividend distribution date will be April 10, 2000. As of March 3, 2000, Datalink.net had approximately 6 million common shares outstanding. Upon completion of the split, the number will increase to approximately 12 million. Anthony N. LaPine, Datalink.net's Chairman and CEO stated, ``We are very pleased with the recent rise in our share price and the increased interest from the investment community in the Web-to-Wireless space, in which Datalink.net is a pioneer. The decision to declare a stock split was based on management's confidence that these trends will continue. We believe that a larger public float in DLK will ultimately increase shareholder value.' Datalink.net -- Where the Web Meets Wireless(TM) Datalink.net has developed and markets a suite of products and services for both the B2C (business-to-consumer) and B2B (business-to-business) markets. The B2B Group extends Internet franchises to the wireless world through the company's patented XpressLink(TM) Application Server, while the B2C Group provides custom tailored information to the wireless user. Datalink.net is rated the number one service of its kind by SmartMoney magazine. The company was founded in 1993 and is headquartered in Silicon Valley. The corporate web site can be located at datalink.net. For B2B capabilities, contact Corporate Sales at 408-367-1707 or the B2B e-commerce Web site at net2wireless.com. This release contains forward-looking statements within the meaning of the Securities Act of 1933 and the Securities Exchange Act of 1934. Although the Company believes that the expectations reflected in the forward-looking statements and assumptions upon which forward-looking statements are based are reasonable it can give no assurance that such expectations and assumptions will prove to have been correct.