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To: Bill Harmond who wrote (9566)	11/8/2001 6:20:00 PM
From: Mark Fowler	Respond to of 57684

thats good Bill makes since and i'll find a way to take advantage for myself -- maybe hire a kid? We're doing pretty good here Bill the timing of the Fed meeting and the markets close on that day was good in timing. Arba selling at 3x cash --not bad.

To: Bill Harmond who wrote (9566)	11/8/2001 8:26:05 PM
From: Mark Fowler	Read Replies (1) \| Respond to of 57684

By Frank Byrt Of DOW JONES NEWSWIRES BOSTON (Dow Jones)Information technology experts say the Internet is entering a new phase of development that will make the current level of use pale by comparison. Speaking at Forrester Research Inc.'s annual Executive Strategy Forum Thursday here, experts labeled the new phase the "X Internet." This new phase will come in two parts: an "executable Internet" that supplements today's Web activities and an "extended" Internet that will connect Internet applications to the real world. Currently, the Web uses personal computers as dumb terminals and are primarily used to read static Web pages. But an executable Internet will move computer code to user PCs and other devices, and create an interactive experience that will captivate people in ways that static Web pages never could, said Carl Howe, Forrester's principal analyst. The concept of creating an "immersible environment" for users stems from the concepts used in interactive computer games, such as "Doom," Howe told about 300 information technology executives. An executable Internet allows for "intelligent conversations" with resources via easytouse features taken from the Web, that can be instructive, entertaining and change with every use. One example of an executable Internet use would be an interactive investment Web site. When a user asks for the balance of his account, the Web site would give the number. The customer could then ask what are the best investment options for the money, and the site would then offer investment choices. Forrester predicts that the executable Internet will become the dominant medium for users who interact with the Internet by 2005, because it will help eliminate the wait common to using Web sites now, and will be as consuming and easy to use as video games and TV. A little further away from widespread use is the extended Internet, which will result in "Internet devices and applications that sense, analyze and control the real world," Forrester said, in a research report released in conjunction with the conference. The easiest example is a remotecontrol thermostat that can control temperature, Howe said, but many other processes are being developed for industrial use. One of the driving forces for all these devices will be the availability of inexpensive computer chips, which will find applications in everything from cereal boxes, where it could be used to track inventories or expiration dates, to machinery and heavy equipment to control them remotely. Forrester cites one example at the Massachusetts Institute of Technology, where the washing machines in one of the school's dormitories have an Internet link that allows students to check them for availability, and when the laundry's done it sends the student an email. Business Applications But the vast majority of applications will be for business and industry where they will help companies become more efficient using their current assets and capabilities, said George Colony, Forrester's chief executive. The basis of it is software that acts as an interface between Internet features and personal computer software. Several computer companies are racing to get the lead in that now. "A bloody clash looms between Microsoft Corp. (MSFT) and Sun Microsystems Inc. (SUNW)" over the next three years as they seek to become the mostused applications platform provider for the X Internet, Colony said. Richard Belluzzo, chief operating officer of Microsoft agreed that the executable Internet "will captivate people in ways that static pages never could." Microsoft through its .Net platform is working to develop applications for the new Internet applications, he said, and "the entire company" is focused on the project, a process that began 18 to 20 months ago. "It's gaining momentum and gaining in clarity each and every day within our company. We're embracing a new paradigm about how we build our products," he said, Belluzzo said Microsoft's chief competitors in this arena will be International Business Machines Corp. (IBM) and Sun. Sun has developed the Sun Open Net Environment, dubbed Sun ONE, as its platform for applications development integrator of Internet features. Jim Mitchell, director of Sun's research laboratories said "we are already into the early stages of an Internet that enables things," and, as singlechip sensor devices become ever cheaper, more applications will be found. Those chips will have enough computational power to sense and communicate, he said. He said it is expected they will find medical applications either on the skin or under and will be able to monitor a patient's vital signs, and perhaps communicate it to a wrist watch that will collect the data to be forwarded to a physician via the Internet. Colony also identified the wristwatch as a site that will be used as a data collection and transmission point for communication to the Internet. Forrester Research, of Cambridge, Mass., is a technology research firm.

To: Bill Harmond who wrote (9566)	11/8/2001 8:45:33 PM
From: Mark Fowler	Respond to of 57684

Despite the deletion of the tech stocks, the Nasdaq 100 won't lose its standing as a proxy for technology. The index is marketcap weighted, meaning its biggest stocks will remain tech giants such as Microsoft, Cisco Systems and Intel, and their moves still will have the most influence on how the index acts. The list is pretty solid, Mr. DeSanctis said, but he still is awaiting a final count of shares outstanding as of Nov. 30 for the companies involved. The Nasdaq 100 shuffle is based on Nasdaq stocks' prices as of Oct. 31; the final roster takes effect at the close of trading on Dec. 21. The additions in what Prudential calls the healthcare field, most of which are biotechoriented, are expected to be: Cephalon, Invitrogen, ImClone Systems, Sepracor, Icos and Cytyc. The consumerservices additions,which actually have some leaning toward technology, are expected to be CWD Computer Centers, Apollo Group, Express Scripts, and Charter Communications. The tech additions are Symantec, Semtech and Integrated Device Technology. The 13 stocks that Prudential expects to be deleted from the Nasdaq 100 include several former tech highfliers. The anticipated deletions include Broadvision, Real Networks, Novell, Palm, Ariba and CNet Networks. Also expected to be ousted are 3Com, CMGI, Inktomi and MetroMedia Fiber Network. The tech trouncing actually may extend to all 13 deletions, except that Prudential categorizes these stocks in a different way. For instance, two stocks are defined as utilities, although they have leanings toward telecommunications. The stocks are Level 3 Communications and McLeodUSA. And XO Communications, defined by Prudential as a businessservice stock, also is involved in telecom. (END) DOW JONES NEWS 110801