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Technology Stocks : John, Mike & Tom's Wild World of Stocks -- Ignore unavailable to you. Want to Upgrade?

To: Jorj X Mckie who wrote (1427)	7/7/2000 8:07:43 AM
From: wlheatmoon	Respond to of 2850

Jorj, I agree with your assessment. Telephony is available to all, but it's not quite "easy" enough for the casual couch potato to use yet. The technology is not perfect and the telephone is still viewed as a requirement because it is ALWAYS available. Besides, I'm sure the phone companies will become involved in this as it takes money out of their pocket. I have heard about Lands' End's initiative into this arena of combining voice and data into their call center. Customers are reportedly very satisfied to have that capability when ordering their merchandise. I found that CSCO is active in this arena. I'm sure that's not new to you, but for others, that is probably a sector not commonly associated with CSCO. cisco.com Thanks for your thought. mike

To: Jorj X Mckie who wrote (1427)	7/7/2000 10:19:49 AM
From: John Pitera	Respond to of 2850

Tom, I should put a double star by your post. I can see the tremendous potential of what you are outlining, in terms of call center support. I know I have been hearing you talk, about a few of these key voice themes...I must listen more!! --------------------- on a separate note, either supply has caught up to demand with RFMD, AHAA, TQNT, QCOM etc or else this is a great intermediate buying opportunity. AHAA has a trailing PE of 60 and a forward PE of 30. ahaa had a 13% upside surprise in EPS last Q. TQNT has a trailing of 127 and a forward of 69. with 1 yr EPS growth of 97%. tqnt had a 32% upside surprise in earnings last Quarter. RFMD has a trailing PE of 130 and a forward of 70. with 1 yr eps growth of 114%. rfmd had a 6% upside surprise last Q. maybe growth is slowing for RFMD and AHAA.