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

To: John Pitera who wrote (1481)	7/11/2000 11:33:20 AM
From: Original Mad Dog	Respond to of 2850

John, Some thoughts on EBAY as a follow up to a discussion we had about them after 1Q earnings..... messages.clubs.yahoo.com I think the day of reckoning may be at hand for Ms. Whitman and crew ....

To: John Pitera who wrote (1481)	7/11/2000 11:33:38 AM
From: Logain Ablar	Read Replies (1) \| Respond to of 2850

Hi John: I also see LU with the potential to hit $40ish. My concern here would be the overall market. If LU is doing poorly it may be the sign to come of lowering valuations. The problem can be competition. If I was an owner (which I'm not) I would have a trigger on the sell button after this conference call. If the analyst and fund managers don't like what they hear they will be dumping ASAP. It might also be wise to take a partial position off the table and use the funds elsewhere. what percentage of the market used dialup 24 months ago, and then now today, and what % will use dialup in another 24 months. dial up has to be the low end. As soon as DSL or cable is in my area (end of summer for cable) I'm on. At home now 95% of the time we connect @ 24k (right now is one of the rare exceptions @ 36k and this is the best we have @ home). My small office work line is normally @50k. CNXT competes against companies like BRCM... you surely had better buy BRCM and BRCD when they come back to their 200 dma next time. We'll the markets seem to be getting ready to move from intensive care to the semi private rooms so the 200 dma is out for a while. Amazing what a week can do. The DWA indicators are starting to look healthy but I'm still keeping my finger on the sell trigger. Tim PS CAMP has never pulled back to enter a position.

To: John Pitera who wrote (1481)	7/11/2000 6:30:52 PM
From: Jorj X Mckie	Read Replies (1) \| Respond to of 2850

John, That particular piece about CNXT is not about DSL or cable modem. It is making the normal dial access connection more efficient. Without looking, I would say that this isn't a heavy growth niche as DSL and cable modems and perhaps fixed wireless solutions will be eating away at the dial access market. However, for someone like me who travels a lot, dial access is still very important. It is pretty much the least common denominator for remote access and every laptop sold will require some form of dial access. If this new V.92 standard provides benefits over other standards, it will of course offer an opportunity to grow through grabbing market share rather than actually growing the market. Tom