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To: D.B. Cooper who wrote (11621)	10/30/2003 12:01:40 AM
From: Boplicity	Respond to of 13815

Thanks you. Here is the info on the Nov. meeting from Fortune. fortune.com Greg

To: D.B. Cooper who wrote (11621)	10/30/2003 1:43:55 AM
From: Selectric II	Respond to of 13815

Re GNSS: If there's a pattern; have been NVDA holder since '99 because of Dell. But Dell and others switch back and forth (nvda/atyt), and use built-in technology (intc) for lower end, so it's a dynamic market where suppliers can't rest on laurels.

To: D.B. Cooper who wrote (11621)	10/30/2003 7:09:34 AM
From: Sig	Respond to of 13815

PXLW looking good. Asia and China looking very good, and IMO those stocks can really soar. Takes a bit of attitude change, to stop looking back at the old US boomers like yhoo, Qcom, Dell, Msft, Intc. Meat and potatoes, but will be outgunned by newbies. Am talking the LCD manufactures, the Asian assembly plants for US manufacturers, the chip makers which are on a new roll Here it appears the games makers (software) like Pxlw are still looking good progress, some specialty chip makers like Gnss (not sure about that yet). Perhaps even qcom And the slot machine manufacturers like agi and igt. Vegas (they are getting into sofware a lot) But I would look to nfe, auo, una, sina, china, nte, tsmc and others of that category. Perhaps Glw as Greg mentioned. Generally trying to say that tech is on another roll, can forget IBM, F,S. GN, BG, WMT, HD, LOW, metals (except for china) banks, funds,brokers, aircraft , defense and chemicals. Those stocks that analysts have so well covered,are known to all, and can be easily sold to a gullible buyer because of their past reputations. Where an analyst goes, nothing grows ( the Bambi Effect) Beware, I am not playing this "safe" nor looking for LTBH stocks so we can sit happily on a beach and not worry (not yet) Sig Software, I forgot software, always need more as it must be reworked as systems change