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Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?

To: Rande Is who wrote (37590)	10/6/2000 11:54:57 AM
From: Smart_Money	Respond to of 57584

Anyone notice that we did not get the big bounce off the low of the day, that bothers me. Most investors are going all cash.

To: Rande Is who wrote (37590)	10/6/2000 12:05:06 PM
From: FritzV	Respond to of 57584

From Variety RE: CHTR Updated: 10/5/00 CHARTER'S DIGITAL PACTS 'Disco' device would record, store content By JUSTIN OPPELAAR NEW YORK -- In a deal that could be the first step toward bringing digital video recording technology into the mainstream, cabler Charter Communications has inked a pact with Motorola, ReplayTV and private equity firm Vulcan Ventures to develop a set-top digital cable box with built-in digital video recording. The proposed device, dubbed "Disco," will integrate the ability to record and store digitally video, audio and Internet content. The technology is based on ReplayTV's own stand-alone digital video recorder, which allows users to pause live television and record shows digitally for playback on demand. The box has been the subject of some controversy among broadcasters and TV advertisers over its ability to skip over recorded commercials. Expansion seen Integrating that technology with a digital cable box will help Charter broaden its content and set the company up to expand into new broadband-based offerings, said prez-CEO Jerry Kent. "Disco will benefit the entire cable television industry by integrating (digital video recording) functionality into advanced digital set-tops, creating a more robust platform for future services, and allowing new applications." If adopted, the new boxes also could expand the installed base for digital video recording technology. Charter boasts 6.3 million cable subscribers in more than 40 states. The combined installed base for all stand-alone digital video recording players, including those of Replay and its rival TiVo, is expected to reach 300,000 by the end of the year, a Replay spokesman said. Charter said Motorola will contribute hardware for the set-top project, and Replay will pony up its proprietary digital video recording software. Both Charter and Vulcan Ventures are controlled by financier and Microsoft co-founder Paul Allen.

To: Rande Is who wrote (37590)	10/6/2000 12:20:53 PM
From: Sharck	Respond to of 57584

Hey Rande: COCO number 4 biggest dollar gainer on the NAZ, FARM number 5 biggest gainer, coincidence, I think not...

To: Rande Is who wrote (37590)	10/6/2000 12:30:13 PM
From: bobkansas	Read Replies (1) \| Respond to of 57584

My favorite Phoenix type stocks would be BEAS, GMST, NTAP, QCOM, and SEBL. Best regards! Bob P.S. Bought Dec otm call options on EXTR and NTAP this a.m.

To: Rande Is who wrote (37590)	10/6/2000 12:32:21 PM
From: Mark Konrad	Respond to of 57584

Finally got on SI today. Pretty much sittin' tight and letting the washout run its course with a few small adds. Somewhere along in here we will cross the line from freefall liquidations to the MOABO, imo...trouble is, we won't know for sure until it's already happened! Best gains, as in previous tech bottoms, will be in beaten-down superstars like JNIC, SCMR, LPTH, CMGI, NTRO, etc. For those who can afford it financially and emotionally, some preemptive nibbling on previously unaffordable flyers may be warranted. Of course, the opportunities could be even better tomorrow but I wouldn't (and haven't) bet completely on prices going drastically lower from here, Naz 3370 (especially on strong companies like AOL, JDSU, QCOM, etc.). All in my opinion--MK--