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To: Bill Harmond who wrote (5)	5/10/2000 2:21:00 PM
From: Si_Detective	Respond to of 57684

I like GSPN in that space. There'll be another one coming, Centillium Communications.

To: Bill Harmond who wrote (5)	5/10/2000 2:26:00 PM
From: allen menglin chen	Respond to of 57684

William, I'm betting CRA will announce the big genome news tomorrow! Hope CRA can turn this market around. Message 13658166

To: Bill Harmond who wrote (5)	5/10/2000 2:28:00 PM
From: mike machi	Respond to of 57684

WTYSO?...,,,,BLTN:)

To: Bill Harmond who wrote (5)	5/10/2000 2:40:00 PM
From: Killswitch	Read Replies (1) \| Respond to of 57684

YHOO rallying now, LCOS has rumors of 10 billion buyout by VOD.. that would put it at something like 400 or 500 forward P/E. What is overlooked? The company that owns SI- GNET: trading right now at around a 40 forward P/E (they will earn around a buck in next 4 quarters), at share prices not seen since early 1999, $400 million plus in bank and investments, market cap barely above a billion. Broadband relationship with Charter cable, they will be one of the leaders in this area- initial rollout this summer. Take a long look, it's an easy 3 or 4 bagger from here in next 12 months.