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Strategies & Market Trends : Angels of Alchemy -- Ignore unavailable to you. Want to Upgrade?


To: SirRealist who wrote (2)5/20/2000 2:08:00 AM
From: Frederick Langford  Respond to of 24256
 
Hi Kevin,

Good luck with the new thread. All bookmarked and ready to go.

Here's to making some money and having some fun!

Fred



To: SirRealist who wrote (2)5/20/2000 10:48:00 AM
From: HandsOn  Respond to of 24256
 
Good luck with this thread Kevin, will bookmark it.



To: SirRealist who wrote (2)5/20/2000 11:11:00 AM
From: dan36  Read Replies (1) | Respond to of 24256
 
Kevin, consider yourself bookmarked! Great idea for a new board but maybe your moniker should be SirOptimist based on your last post.:-). One thing we can agree on is that even the most wise talking heads have no idea where we're going. The market will let us know soon enough. A focus on DD and taking the pulse of the overall market will help everyone survive. Best wishes!
dan



To: SirRealist who wrote (2)5/20/2000 12:39:00 PM
From: johnsto1  Respond to of 24256
 
Wireless pacific rim exploding,web content with wireless devices.
Excerpts from todays Barrons
Wireless Auctions:
Boon and Bane for Asia

By Leslie P. Norton

Will Asia soon get a windfall from third-generation cellular licenses? Auction results in Britain suggest delicious prospects for nations around the world, not least in Asia, which will be first to see 3G service. Bidders for the five British 3G licenses -- including Hong Kong's Hutchison Whampoa -- paid a total of $36 billion, or $600 per capita.

Third-generation cellular service will probably be less about amazing applications than about easing capacity constraints. But cellular operators, with their existing billing systems, could boost revenues as people start using phones and hand-held devices as credit cards and devices to conduct e-commerce. IDC Asia Pacific says Asian e-commerce now totals $15 billion, and annual growth is about 80%. That could explode with 3G. That adds up to a lot of spending by cellular operators. Using U.K. license valuations and adjusting for population and market share, Jardine Fleming reckons that Hong Kong 3G licenses could be $4.24 billion, South Korea's $2.3 billion, and Taiwan's $13.2 billion. Meanwhile, the costs of building out the 3G networks themselves could range from $257 million for Hong Kong's SmarTone to $9.4 billion for DoCoMo.

There are other issues to consider. There are two competing versions of third-generation cellular standards. Handsets will need to be compatible with both, which will make them more expensive. China has made noises about yet a third standard, one reason Europe-rich in handset and switch manufacturersheld off on approving China's entry into WTO. (Europe signed off on China last week.)

"Being able to dominate China is a big issue," says Jessica Madoc-Jones, the Yankee Group's Asia chief.

*Another reason SINA will see incredible growth,being a former software company they have the tools to smoothly incorporate wireless products that dominate the Pacific Rim.
biz.yahoo.com
biz.yahoo.com



To: SirRealist who wrote (2)5/20/2000 6:37:00 PM
From: JeanD  Respond to of 24256
 
Hey Kevin.... between your thread, Stan's, Jack's (which I do read Jack because I have you peoplemarked), Jenna's, Rande's - I think that there will be some quality threads on SI again. It seems very selective now what stocks will be going up - most have to have a forward event or a reason. News moves stocks sometimes, but not all the time (like it used to). Investing is unfortunately no longer in my vocabulary. Purely short term swing trading. While I became used to 30-40% gains in my swing trades, I am now thrilled with 5-15%. Will we look back at these prices in the Fall like they were huge bargains? Geez, for the sake of the people still holding, I hope so.

I do plan though to learn about sectors other than tech - somehow I feel I need to do that to survive :-)

It IS a uneasy feeling holding overnight anymore, isn't it?

Jean

P.S. I guess the moderated threads are new on SI. I like it :-)