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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank -- Ignore unavailable to you. Want to Upgrade?

To: Jenna who wrote (97152)	5/11/2000 10:15:00 AM
From: BRANDYBGOOD	Read Replies (1) \| Respond to of 120523

Darn it girl, I shorted CREE!

To: Jenna who wrote (97152)	5/11/2000 10:21:00 AM
From: puborectalis	Respond to of 120523

Move over Wintel, now there's Lintel By Sam Williams May 11, 2000 Move over Wintel Intel (INTC) is continuing to court the open-source software development community by releasing the IA-64 Architecture reference. The new Web page allows non-Intel engineers to download white papers and developers' interface guides covering the company's upcoming IA-64 class of 64-bit microprocessors. Developers must register to gain greater access to the hardware specifications but do not need to sign a nondisclosure agreement. To several observers within the Linux community, the unexpected represents the Santa Clara, Calif.-based semiconductor giant's increased willingness to play ball with the open-source software community in order to build future market opportunities. "This move represents a clear indication of the priority that Intel is putting on Linux," says Rick Lehrbaum, executive editor of Linuxdevices.com, a website dedicated to embedded Linux issues. The move comes on the eve of the much-anticipated Itanium launch. Itanium, Intel's first 64-bit processor, represents the first major break from its incredibly lucrative class of 32-bit line of processors -- 386, 486 and Pentium -- chips that helped form the pillars of the indomitable Microsoft (MSFT)-Intel "Wintel" partnership during the 1990s. Given Linux's enormous momentum in the server marketplace, however, Intel has taken steps to shake off its image as Microsoft's perpetual hardware sidekick. In addition to being one of the first companies to invest in Red Hat (RHAT) back in 1998, Intel has also forged partnerships with VA Linux (LNUX), TurboLinux and SuSE to give Linux engineers a sneak preview at the IA-64 architecture. Lehrbaum says sources he spoke to within Intel's embedded systems group following the announcement were "surprised" but not dismayed by the unprecedented display of openness. Again, he considered such attitudes a sign that the company sees Linux as a strategic ally in the coming months. "I've worked with Intel in past," says Lehrbaum, who prior to running Linuxdevices.com was a co-founder of embedded hardware company Ampro Computers, an Intel partner. "They do have a priority list of which operating systems they like to work with. The indication I've just received is that Linux is at the top of that list." MontaVista heading "over there" Perhaps as a tribute to the 55th anniversary of VE Day, MontaVista Software, the Santa Clara, Calif.-based developers of the Hard Hat Linux operating system for embedded computers, announced plans Tuesday to open a new European headquarters in Paris. The office, in which MontaVista expects to house up to 20 employees by the end of summer -- provided that available engineers aren't as scarce in France as they are in Silicon Valley -- will handle sales, field application engineering, technical consulting and support duties, says Kevin Morgan, MontaVista's vice president of engineering. "It's really there to enable us to do effective business in the European region," Morgan says. With the population of worldwide developers growing at a healthy 16 percent annual clip, Morgan says his company couldn't afford not to plant its flag on the continent that, in many ways, has driven the open-source development phenomenon since the writing of the first Linux kernel in 1991. "Our basic business proposition is that we will reduce the time to market for engineering teams," Morgan says. "We see excellent growth in Europe both in terms of our target and in terms of the total Linux developer population." Although MontaVista has numerous ongoing partnerships with overseas companies, especially embedded chip and device manufacturers in Japan and other portions of the Western Pacific Rim, the European office will be its first official venture outside the U.S. Morgan says the company should be opening up offices in the Far East shortly.

To: Jenna who wrote (97152)	5/11/2000 10:27:00 AM
From: lee kramer	Read Replies (1) \| Respond to of 120523

Jenna: With tomorrow's PPI hanging over this market like the Sword of Damacles...this could be a nice trading day. Buy weakness sell strength. Take a few points if/when they're on the table. (Lee)

To: Jenna who wrote (97152)	5/11/2000 10:31:00 AM
From: Jenna	Read Replies (2) \| Respond to of 120523

# 8 today's list could do well triggered. Earnings out May 15. This is a real bargain. Immediate price target 150 Looking for $0.88 versus a negative $(-0.11) Longs running, stepping out of short. Out of ITWO short..HWP looks like a temporarily moving up with market still short but with a stop. Let the trend befriend. For longer term holds, I back in 'safer' stocks but they move just as nicely: PWR.. Just look at ENE, WGR and HOTT. I don't feel that discomfort with those.