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Strategies & Market Trends : Cents and Sensibility - Kimberly and Friends' Consortium -- Ignore unavailable to you. Want to Upgrade?

To: 2MAR$ who wrote (90388)	3/30/2000 12:01:00 AM
From: G3	Respond to of 108040

2MAR, I agree with your choices, however I would add a couple categories: Control networks - PNJA + ELON in particular. Both are good buys after the walkdown today. GPS - It will shine this year. There are several companies in this space - ORB, TRMB, NGPS, DTSI, LEIX, and KVHI. I have a favorite, which I'm guessing will get bought out this year. Intelligent web sites - ASKJ, HLTH, etc... High tech is still King. They can have their Cheerios, Cat Chow, and Palmolive, I'll take my QCOM, EMC, and JDSU. And Linux will reappear in strength as the year progresses. I'm confident of that! Ciao, G3

To: 2MAR$ who wrote (90388)	3/30/2000 12:06:00 AM
From: G3	Respond to of 108040

2MAR$, RE: Web-interactive/HDTV Check out TIVO. Good things on the near horizon... G3

To: 2MAR$ who wrote (90388)	3/30/2000 12:07:00 AM
From: 2MAR$	Respond to of 108040

Terayon to deploy broadband services in China HONG KONG, March 30 (Reuters) - Terayon Communications Systems <TERN.O> said it has been selected for a "major broadband deployment" in China by Shenzhen Topway Cable Net Co Ltd. "Shenzhen Topway, which currently serves more than 0.65 million subscribers, chose Terayon's broadband cable modem system in order to offer high-speed Internet access," it said in a statement dated Wednesday. Terayon provides broadband networking solutions for advanced broadband voice, data and video services. ((Hong Kong Newsroom +852 2843-6934, Fax +852 2845-0636 hongkong.newsroom@reuters.com)) REUTERS * end of story *

To: 2MAR$ who wrote (90388)	3/30/2000 7:10:00 AM
From: Manly	Respond to of 108040

2Mar$, I'm contemplating buying some more ERICY today. Yesterday they announced more great news: biz.yahoo.com Investors who don't do their own DD just think ERICY does handsets - shoot the majority of the business is in the infrastructure of the wireless network. Tomorrow they are going to formally announce the exact date of their 4 for 1 split which will be the end of April/first part of May. I also think wireless will be the hot sector for a while. We're in that panic mode where the herd follows everyone down. I'm just sitting and waiting for the analysts to come back and say look at all the deals out there and run the stocks back up. In the meantime, I'm working a bunch and am not able to trade a bunch, that's why I like ERICY right now. Been around 125 years and no problem of going out of business anytime soon. Glenn