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Strategies & Market Trends : Joe Copia's daytrades/investments and thoughts -- Ignore unavailable to you. Want to Upgrade?

To: Joe Copia who wrote (2612)	5/14/1998 1:11:00 PM
From: Yo Yo	Respond to of 25711

The Network Connection, Inc. Announces Advanced Contract Discussions With Major Cruise Line ATLANTA, May 14 /PRNewswire/ -- The Network Connection, Inc. (Nasdaq: TNCX - news;TNCi), an industry leading developer and manufacturer of video and multimedia file-server technologies for the airline, cruise line, train, hotel, education, Internet and corporate Intranet environments, announced today that it is in advanced contract discussions with a major U.S.-based cruise line for installation of the Company's CruiseView(R) in-cabin entertainment system. The CruiseView all-digital system can utilize an ATM fibre and ethernet network with IP Multicast and Internet Group Management Protocol (IGMP) routing to support up to thirty-two (32) live-feed, closed-circuit and satellite-based digital television programs in addition to personal interactive entertainment and video/audio on demand, shopping, multi-player games, gambling, shore excursion/event booking and Internet access all simultaneously, independently and with full user control via a wireless television remote control in each cabin. CruiseView can also provide crew interactive training at the same time. TNCi's Set Top Personal Computer (STPC), which is a Windows(R)/Pentium(R) -processor-based personal computer that combines integrated networking, communications and multi-media applications for LAN-based systems, provides the cabin control functions, which are key to the overall CruiseView system performance. ''CruiseView is the world's first fully interactive, audio/video-on-demand entertainment system,'' stated Wil Riner, chief executive officer of The Network Connection, Inc. ''We are confident that our advanced technology is perfectly poised for the growing cruise line market.''

To: Joe Copia who wrote (2612)	5/14/1998 1:14:00 PM
From: Rose Rose	Read Replies (2) \| Respond to of 25711

NUKE is a funny stock...if you breathe on it, it jumps up 15 cents...if you look at it the wrong way, it drops 10 cents. Good pick, Joe. I've been in NUKE for a month now, though I just have a tiny position. When it gets going, I think it will REALLY go. By the way, it's very tough to get limit orders filled on NUKE. The stock doesn't like to have more than 3 or 4 trades a day <G>. Rose

To: Joe Copia who wrote (2612)	5/14/1998 1:24:00 PM
From: Boob	Respond to of 25711

WOW JOE. Reading through that webpage, amazing technology and customers. 2 million short, some buying will really tick this one up especially with a 700k float. In NUKE Boob

To: Joe Copia who wrote (2612)	5/14/1998 5:08:00 PM
From: Joe Copia	Read Replies (3) \| Respond to of 25711

IMEA news Thursday May 14, 2:18 pm Eastern Time Company Press Release Imagica Entertainment Inc. Announces BDO Seidman, LLP as Independent Auditors OCALA, Fla.--(BUSINESS WIRE)--May 14, 1998--Imagica Entertainment Inc. (OTC BB:IMEA --news) Thursday announced that the company has engaged BDO Seidman, LLP as its independent auditors. BDO Seidman, established in 1910 is one of the nation's leading accounting, tax and consulting firms, with over 40 offices and 1,900 partners and staff located throughout the United States. Imagica's President and CEO Braxton Jones stated: ''Imagica Entertainment Inc. is pleased to have obtained the services of BDO Seidman. One of BDO Seidman's strong features is that they have a very competent SEC division. With the selection of BDO Seidman, the company intends to file all necessary paperwork to complete its SEC filing requirements and become current within the next couple of weeks. A strong national firm is important as we move forward into a successful operating company.'' Imagica Entertainment Inc., with headquarters in Ocala, is engaged in the business of manufacturing Signs, Banners, Wall Murals, Floor Graphics, Museum Displays, Stage Backdrops, Tradeshow Booths, Fleet & Transit Graphics and Point of Purchase Displays. For more information, please visit Imagica's Web site at bannerbarn.com or contact Braxton Jones at 800/537-7469. Contact: Imagica Entertainment Inc., Ocala Braxton Jones, 800/537-7469 bannerbarn.com

To: Joe Copia who wrote (2612)	5/14/1998 10:05:00 PM
From: Tom Swift	Read Replies (5) \| Respond to of 25711

RE: NUKE I like this pick & will be watching it closely. I looked at the web site & the patent & here is what I think: Web site: spellcheck gol-durnit! Epitaxy is misspelled in the CEO's bio, very bad for a semiconductor company. The IEC device is very interesting and seems to be near-term. Note that this device will probably never produce fusion power -- they mention a 10^10 difference between power in and power out. However, the market potential of a small (15 cm Dia.) neutron source is very good. Neutron beams are one the best ways to scan for plastic explosives and the FAA is currently running a program to assess this technology. A neutron source that did not require radionuclides would have a big advantage in this application. The metallurgical test applications could also be widespread. As a piece of illustrative trivia, there is a new method of determining the phase equilibria of metal alloys using neutron diffraction beyond the more obvious test applications. The diamond patent looks good, but a lot of CVD-diamond companies have fallen by the wayside over the years so some caution is advised. Diamond films are very easy to produce, but it is hard to make good discrete devices with this material let alone integrated circuits. If any of you are following CREE, silicon carbide is a good example of how hard it is to get beyond the discrete device stage with these small-lattice, high bandgap materials. The real market is in power transistors and radar due to high-temperature operation and high thermal conductivities of these materials. The achievement of n-type doped layers in diamond is an exciting possibility. The explosion in gallium nitride technology since 1991 is due to the achievement of both n- and p-type doping in the epitaxial layers of a material that has been known since the 50's. This breakthrough has led to the blue LED and the blue laser by Nichia and others. The technology discussed in the patent is a little different though. What they can do is convert the diamond to n-type material from the top down rather than growing it n-type. The technique is similar to lithium drifting in silicon and germanium X-ray detectors with the addition of a photo-assisted process which raises the possibility of patterning the diffusion. The big question is how long will it take to diffuse lithium into the diamond lattice (which is very dense) to produce an n-type substrate to process into devices. If they can make fast, high-temperature, power transistors with this process, there is a big market waiting. I would discount the idea of integrated circuits -- what is stated is the "standard hype" for all of these new semiconductor technologies -- IMHO, silicon CMOS and silicon-on-insulator will have these markets for at least the next 50 years. Two other applications are mentioned in the patent, displays and surface conversion to change the appearance or properties of diamond. These are also exciting -- the display market is huge and the current passive and active LCD displays have some real problems in achieving large sizes and low power consumption. A diamond field-emission display that worked -- that is has low voltages and large areas -- could run away in this market. Changing the color of diamonds does not excite me, but if the properties of diamond films could be modified for industrial uses such as harder tooling with better heat dissipation I do get excited. There is really no information about the nuclear battery. If anyone calls them, I would be curious which technology they are planning to use: RTG, thermionic, thermophotovoltaic, alpha- or beta-voltaic? All of these technologies have problems. I wonder which one they think they can make money with? To summarize, if I had any cash I would take a flyer in this stock and may do so later if the price comes back down. If this company has good management, they have some real potential in a number of markets. However, this is definitely a long term hold -- these technologies take a lot of time and money to work out all of the bugs. Regards, Tom Swift