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Strategies & Market Trends : Sharck Soup -- Ignore unavailable to you. Want to Upgrade?

To: Smartypts who wrote (882)	9/10/2000 8:41:40 PM
From: figanin	Respond to of 37746

STKR - here's a good read...really, I mean it...read it :) an excerpt to make you want to click the link: On Wall Street, "long term" can last about 30 minutes if a company doesn't deliver the goods, but StockerYale has finally begun to show respectable sales growth. Net sales were $10.4 million in the six months ended June 30, up 53% from the comparable 1999 period. The increase was largely due to higher sales of laser and optical products as well as some increase in sales of machine-vision lights. Blodgett notes that the firm has an impressive 150,000 square feet of manufacturing space in which to expand operations, and says the firm's next big growth phase will stem from its specialization in making high-end fiber used inside optical-network equipment. The two main manufacturers of this photosensitive, or erbium-doped, cable today are Lucent Technologies (LU, news, msgs) and Corning -- and they can barely meet their own demand for it, with little left over for competitors. moneycentral.msn.com Short near-term with a tight stop. Accumulate long on significant dips. Was a $1 dollar stock at end of 1999 - closed Friday at $47. geez Figanin

To: Smartypts who wrote (882)	9/10/2000 8:53:52 PM
From: Sharck	Read Replies (1) \| Respond to of 37746

STKR is in a great space, haven't looked at their financials but they do have all the buzz words. Will check if they are presenting at VON this week. BTW I will be getting direct feeds and relate any news I get here on the site. Remember money flows from one sector to the other, what's hot one day is dumped the other. Maybe impossible to consistently guess where the next move will be, but being ready to jump on sectors that are being punished has been one of the most successful "plays" I have made in my investment career, and right now the telecoms are down but not out... A couple of notes I am passing on in regards to VON: 1. Voice on the Net (VON) event coming up in September in Atlanta-run by Jeff Pulver. pulver.com All the internet telephony-and next gen telco players will be there-brightest people in the business wrt internet telephony and how it will evolve. The internet telephony infrastructure guys--ITXC, DDDC, to a degree GENU etc. will at some point become valuable as the pressured AT&Ts and WCOM long distance divisons look for more economical backbone i.e. managed private internet backbones (itxc, dddc, etc.) to reduce transport costs. 2. Note pressures on WCOM, and AT&T - problem is long distance revenue and margins are falling out from under them, and the LD revenue is their dominant revenue stream--these guys must add value data services to their service offerings-that includes web hosting, etc. Hence the WCOM, Intermedia/DIGEX aquisition - this is a big deal-.. The other guys like DRIV who have significant customer base and are doing internet hosting for busineses, and internetweb site building--will become more valuable. DRIV has over 1000 customers- fairly large ones. The Atlanta event may have a short term positive influence on the whole DDDC/itxc / internet telephony sector - Wall street guys and investment banks are starting to show more faces at the events, and learning about internet telephony infrastructures.