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To: Berney who wrote (18143)	12/30/1997 4:59:00 AM
From: Henk Kruisbrink	Respond to of 36349

slightly off topic, but positive news for 1998: Sectors To Watch In 1998 (12/28/97; 7:00 PM EST) By Gabrielle Jonas, TechInvestor Venture capitalists say 1998 will be a big year for start-ups that can overhaul the telecommunications infrastructure and move data via packets as opposed to circuits. "The areas I am particularly optimistic about for 1998 have to do with the reshaping of the telecommunications infrastructure," says Peter Wagner of Accel Partners, a VC company in Palo Alto, Calif. "There are a number of sectors that will really see tremendous growth, much of which will be directed to small companies as that infrastructure gets rebuilt." The hot prospects are those companies working on high-speed access, optical networking, and what Wagner terms "VoXX," which stands for "voice-over something." "It could be voice over IT, voice over frame-relay, or voice over ATM -- the 'XX' are just placeholders for packet or cell-switched technologies, as opposed to today's circuit-switches," Wagner says. Accel Partners is investing heavily in companies that can increase bandwidth, and Wagner expects them to begin cranking up as xDSL technology** and cable Internet access become the norm. According to Wagner, a hodge-podge of public and private companies will lead the telecom infrastructure overhaul. Lucent Technologies and Northern Telecom will dominate, but Wagner says he hopes Accel portfolio companies such as Tellium, North Point Software, Redback Networks, and Accesslan Communications will provide high returns. Michael Parekh, an analyst at Goldman Sachs, agrees that bandwidth start-ups can have a big year. "Access and bandwidth has been the Rodney Dangerfield of all the Internet segments we track," says Parekh. "It's the one that's gotten the least respect, but it has a core role to play in the commercialization of the Internet." But even though telecom start-ups will be hot, other sectors will also continue to garner venture capitalists' attention. "In general, software, software services, and content continue to see strong interest in terms of funding inflows," Parekh says. Gurley of Hummer Winblad says e-commerce companies that have "more of a business-to-business focus" will do well in 1998, but content companies may have a tougher time landing cash. Investors will have a smaller appetite for content because marketing costs have skyrocketed, he says. (c) CMP Media 1997

To: Berney who wrote (18143)	12/30/1997 9:28:00 AM
From: margin_man	Read Replies (1) \| Respond to of 36349

For B. bands lovers, PAIR's bands are very tight. I don't know if this time PAIR breaks out or down, but so far it looks good to me! Patriot