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Technology Stocks : Mercury Computer Systems (MRCY) -- Ignore unavailable to you. Want to Upgrade?

To: Carolyn who wrote (101)	9/9/2000 5:59:59 PM
From: TheSlowLane	Respond to of 127

Will do. In the meantime...did you take a good look at the two appointments at Agilevision a few weeks ago? Their new head of Engineering looks like a heavy-hitter: "Prior to joining AgileVision, McCoy was the senior director of engineering at Motorola's Broadband Communication Sector where he was responsible for product development, which included cable-TV set-top boxes, head-end equipment and access controllers. He led the entire engineering staff and directed the advanced development team to bringing new technologies and products to the business unit. McCoy also served as director of Datalink Systems Integration Group at Aeronautical Radio, Inc., where he developed new technology products and oversaw every aspect of the division's engineering development activities from concept to deployment."

To: Carolyn who wrote (101)	9/14/2000 6:32:17 AM
From: TheSlowLane	Respond to of 127

CF - I have posted a few brief items at the Raging Bull thread. I have 11 pages of notes, but the audio track and the slides will both be available on the MRCY web site within a few days. Overall, I thought it was reassuring for long-term investors but there was nothing to indicate that there will be a short-term pop. This is a company with formidable engineering capabilities and very well-developed relationships with some key industry players (just review the composition of the RapidIO steering committee). More later...