Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: ColtonGang who wrote (111500)	8/9/2000 8:20:42 AM
From: ColtonGang	Respond to of 120523

Important news for Linux stocks like RHAT and LNUX........Oracle adds Linux e-commerce software to lineup By Wylie Wong Staff Writer, CNET News.com August 9, 2000, 4:45 a.m. PT Oracle is shipping new e-commerce software for the Linux operating system. The database software giant today will ship a new Linux-based version of its application server software that helps businesses create e-commerce Web sites. The software processes Web transactions and serves as a traffic cop between a Web browser and a back-end database. Like rival software makers IBM, the Sun-Netscape Alliance, Sybase and Informix, Oracle has been adding support for Linux throughout its product family. Oracle had previously released Linux versions of its business software, such as financial, human resources and customer service applications, as well as of its 8i database. As previously reported, Oracle's new application server offers several new features, including caching, which speeds the delivery of Web content to an Internet surfer. It also includes data analysis tools to help managers and executives make better business decisions. Oracle has already released the new version of the application server for the Unix operating system and is a few weeks away from shipping a version for Windows, said Bob Shimp, an Oracle marketing director. The company today also announced new marketing agreements with Linux sellers Caldera, VA Linux Systems, TurboLinux and SuSE. The Linux firms will offer their customers a free CD containing sample versions of Oracle's database and application server for Linux. Oracle prices its software based on the number of server processors that it will support. The Oracle application server enterprise edition costs $30 per processor, while the standard edition costs $5 per processor. The wireless edition costs $150 per processor or $95 per user.

To: ColtonGang who wrote (111500)	8/9/2000 8:49:12 AM
From: ColtonGang	Respond to of 120523

More on BKHM.....Bookham 2nd-Qtr Loss Widens as It Boosts Capacity (Update2) By Cecile Daurat Abingdon, England, Aug. 9 (Bloomberg) -- Bookham Technology Plc, a U.K. maker of chips to speed Internet access, said its second-quarter loss widened on spending for new plants. Sales surged on demand from fiber-optic equipment makers. Bookham also said it is considering a secondary stock offering by the end of the year. The loss widened to 8.2 million pounds ($12.3 million), or 7 pence a share, from 4 million pounds, or 5p, in the year-ago quarter. The shares fell as much as 13 percent. The company is boosting production to meet demand for parts used in fiber-optic equipment that enables phone networks to handle more Web traffic. Nortel Networks Corp., North-America's No. 2 phone-equipment maker and Bookham's largest client, a week ago said it will more than double production of fiber-optic gear in 18 months. ``Bookham has a vision and a unique technology -- it's worth buying,'' said Boris Boehm, a fund manager who helps manage 9 billion euros ($8 billion) of equities at Nordinvest, including Bookham. ``On this stock, I try to buy on every weakness.'' Shares of Bookham in London fell as much 557 pence to 3,850p. They recently traded at 4,000p, quadruple the initial public offering price of 1,000p in April. Bookham, which has 210 million pounds of cash left from its April IPO, said the new offering will consist mostly of shares owned by existing investors to boost liquidity of the stock. The company may also seek additional funds through the offering to finance further expansion and product development, Bookham said. Earnings Revenue in the quarter climbed to 4.6 million pounds from 413,000 pounds in the year-earlier period. Nortel accounted for 59 percent of the sales. The market for optical components, including the type that Bookham makes, is expected to rise to $23.1 million in 2003 from $6.7 billion in 1999, according to research firm RHK Inc. Bookham, which is 4.8 percent owned by Intel Corp., spent 3.3 million pounds on research and development in the quarter, almost twice as much as in the same quarter last year. The company has doubled its number of engineers to 144 this year, bringing its total staff to 700. Bookham two weeks ago opened a plant in Swindon, England. By September, it plans to have triple the production capacity it had in January. ``Bookham needs to be able to produce in huge volumes,'' Boehm said. ``If they can't deliver, they're dead.'' The company was co-founded in 1988 by Chief Executive Andrew Rickman. He owns about a quarter of Bookham, according to the IPO prospectus. Rivals have been consolidating. In the U.S., JDS Uniphase Corp., the world's No. 1 maker of parts for fiber-optic equipment has announced four acquisitions in the past six months, including a July offer to purchase SDL Inc. for $40 billion. ADVA AG Optical Networking of Germany also bought four companies in the first half of the year. ``We need to grab growth opportunities as much as we can,'' said Stephen Cockrell, chief financial officer, in an interview. Chairman David Simpson, 73, retires today, though he will remain vice chairman and a senior non-executive director. Rickman, 40, succeeds him as chairman.