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To: Dealer who wrote (31316)	8/31/2000 9:50:28 AM
From: Dealer	Respond to of 35685

Morning Comments for SG Cowen 8/30/00 Source: SG Cowen San Francisco, CA, August 30, 2000, 10:00 PST Visit the CNET Brokerage Center for daily reports from the top Wall Street analysts. PHCM (Strong Buy, $86) - Navstream-enabled ARMHY processors bring locator services, and location-based customized content delivery services one step closer to market. PHCM recently introduced a mobile location server, a carrier-based platform to power location-based applications & services. MSFT (Neutral, $71) Ships Beta Version Of New Office Suite W/ Speech Recognition Code-named Office 10, the update includes new speech-recognition technology, and support for XML, a Web-based collaboration application allowing workers to share documents, data files, and content-management tools. (Source: CNET) more focused on developing vertical markets such as healthcare. SUNW (Strong Buy, $127), IBM, CORL - Speech recognition differentiates MS Office from SUNW's StarOffice suite of shareware apps but IBM and CORL pdts offer speech-enabled apps. RMBS (Neutral, $81): Hyundai Sues On Second Front Hyundai, the world's largest memory maker, filed a lawsuit against RMBS in the U.S District Court in San Jose, CA, asserting it is not infringing RMBS' patents. (Source: Reuters) RMBS had taken an early aggressive move by suing IFX (NR, $68), perhaps seeking to avert a war with chip & mem mkrs who were reportedly crafting a plan for invalidating RMBS' SDRAM patents on grounds that RMBS patented data obtained through its participation in the JEDEC. Appears chip & mem mkrs are declaring war on RMBS across multiple fronts. Delays royalties. SEBL, ORCL (Buy, $88), INFA - NT is now able to offer a comprehensive, and more competitive set of e-enabled CRM applications.