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Non-Tech : Bill Wexler's Dog Pound -- Ignore unavailable to you. Want to Upgrade?

To: Bill Wexler who wrote (7366)	8/12/2000 11:57:55 PM
From: WTMHouston	Read Replies (3) \| Respond to of 10293

I agree that easy money in semis was made in late 99 and early 00, but at the prices and multiples some are trading at now and given the likely revenue and earnings growth well into next year, at least, many are selling at incredible bargain multiples. For example: VSH, KEM, AVX, SILI and to a lesser extent DIOD, AMK. I am sure there are many more. Troy

To: Bill Wexler who wrote (7366)	8/13/2000 8:54:46 PM
From: P314159d	Respond to of 10293

DSL sector is hot for future earnings. And the future resides soonest for some. WSTL just posted a .06 eps vs (.02) previous qtr. (3 months ago not one year) when one gleans the report for the acquistion stuff. Current eps figures by analysts got raised from .23 to .31 off of this report. Expect better in the next qtr, of course. NTPA shows a similar ramp in earnings. CMTN has been making boatloadsof money and nobody listens, but that is because of the CLEC vs ILEC discussion. CMTN posted good numbers with the CLECs, WSTL should post better numbers due to the ILECs they have, Visit WSTL thread for discussion on that front. You are correct in looking for acceleration in earnings in DSL.

To: Bill Wexler who wrote (7366)	8/14/2000 1:35:53 AM
From: Mephisto	Read Replies (1) \| Respond to of 10293

love DSL and I think that there's a lot of money to be made there, but I fell better at this point buying stocks in infrastructure companies with good financials/balance sheets (COMS, AFCI). Don't forget Nokia. They have strong, very strong financial/balance sheets, and if you follow my column on "NOKIA NEWS" you will discover that Nokia sells not only handsets but infrastructure as well. - Mephisto Nokia to buy DSL company, DiscoveryCom Deal worth $220 million in stock By Lisa Sanders, CBS.MarketWatch.com, Aug 8, 2000 HELSINKI, Finland. Nokia said Tuesday that it would buy privately held DiscoveryCom for $220 million in stock to enhance its broadband line. Nokia wants to increase its market share in the communications segment, and broadband is one of the fastest-growing areas within the group. DiscoveryCom, based in Huntsville, Ala., develops technology that allows communications service providers to rapidly install and maintain digital subscriber lines, which allow high-speed access to the Internet. The deal is expected to close in the third quarter of 2000. DiscoveryCom will continue operations in Huntsville, according to a statement from the companies. "We see great synergies between the two companies' solutions and competencies," said Olli Oittinen, senior vice president of broadband systems at Nokia Networks. "Combined, they will have a great impact on our target of becoming the leading broadband access supplier, as DSL is quickly becoming the preferred access technology for copper networks," he added.