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

To: Rande Is who wrote (23617)	4/8/2000 6:56:00 PM
From: DlphcOracl	Respond to of 57584

Rande Is: Thanks for your responses. My thoughts on promising global mutual funds (non-US exposure) are as follows: 1. Ivy European Opportunities A 2. Payden & Rygel European Aggressive Growth 3. Warburg Pincus Global Post-Venture Capital Fund 4. Warburg Pincus Global Telecom 5. Artisan International One word of caution, however: many of these have heavy tech/telecom exposure and are volatile. As Rande Is mentioned, they MAY sell-off sharply in sympathy with the NASDAQ if there is a sharp summer correction. Artisan International has much less tech exposure and is a safer play, and is steered by a master stock-picker (Mark Yockey, who gets far less press but is much more astute than Mark Mobius). I still think some of these funds should make up a portion of a balanced portfolio since the European internet and telecommunications build-out is several years behind the US and shows enormous potential. Wireless is, of course, the exception; the Europeans are way ahead of us in this sector.

To: Rande Is who wrote (23617)	4/9/2000 11:59:00 AM
From: gotmojo	Respond to of 57584

xtnd A COMPELLING STORY!! Randi some interesting info on a very undervalued, and undiscovered GEM in the Blue-tooth wireless space. XTND is a software company that produces s-ware that allows your handheld device, phone or palm to communicate with other devices, wirefree and w/ infrared technology. XTND recently revamped its business model to concentrate stricktly on the wireless BLUETOOTH standard. Bluetooth was started from a consortium of about 12 large cap Technology companies to come up with a new standard for the industry to follow in the coming years. XTND is the leader in this space!! Some background on financials and comparasons to competitors; PUMA,PHCM, AETH, XTND Market cap of each, XTND=694 mil, PUMA=1.9 Bil ,AETH 5.5Bil PHCM =9.6 Bil Revenues XTND=56.2, PUMA=24 mil ,PHCM= 31.6 Mil AETH=6.3Mil Float XTND 6.5 Mil, PHCM =45 Mil AETH=6.8 Mil, PUMA=32.2 Looking at XTND don't get confused with the High and Low for the year The company has a different Business model then in the past, in a different industry, And recently made several purchases in Europe of Wireless chip companies. My short term view is XTND is being setup for incredible earnings and a stock split.I believe in the next 2 weeks. Only one analyst on board currently but from speaking with company would not be surprised to see another on board with earnings with a strong buy. PUMA which is more into the PORTAL site for wireless took off 2 weeks prior to earnings and ended up at 200 w/ a stock split IMO definitely worth a look. Current prices (tell the story) XTND=73(after 2-1 split), PUMA=46, AETH =171, PHCM=140