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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 (1711)	8/11/2000 10:20:40 AM
From: wlheatmoon	Read Replies (1) \| Respond to of 2850

you are correct about japan being underowned. i sure as hell don't own any. -ng- i couldn't find ntdmy on yhoo stock quote. i haven't followed much of the development in japan, but if you and chambers think that japan is on the cusp of recovery,,,i'll have to look into it a bit more. perhaps this 0.25% rate hike is the beginning of some strength for japan.

To: John Pitera who wrote (1711)	8/11/2000 12:11:01 PM
From: Jorj X Mckie	Read Replies (2) \| Respond to of 2850

John, Yup, DSL is hot, right up there with optical. I would also expect to see T get more aggressive with their internet/telephony access through cable as the more DSL gets deployed, the fewer cable modems that will be deployed. BRCM addresses both solutions and so is in a good position to win regardless of where the most strength might be. Japan wireless deployment will be an interesting case study. One of the problems that is foreseen with wireless is that the unlicensed ISM band (2.5 GHz) can get pretty crowded and the noise can make wireless communications in this band impractical. Bluetooth and 802.11a and many non standard products operate in the ISM bad. Frank Colucci has a thread that has discussed some of these issues.

To: John Pitera who wrote (1711)	8/18/2000 9:01:52 PM
From: bearshark	Respond to of 2850

John: Here are the two charts I was trying to find. The first is on Japan. The 1998 low needs to hold. If it does, it looks like 2002 would be a perfect opportunity for some type of catalyst to drive the market. quote.yahoo.com^N225&d=my Compare it to the INDU in the chart below. The catalyst, in my opinion, was Volcker taking the U. S. economy to the brink of collapse to break the inflationary psychology. sharelynx.net If Japan finds some catalyst, they will have many years of stored up investing power.