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To: Jason Yantz who wrote (30824)8/12/1998 6:44:00 AM
From: Pakman2000  Respond to of 97611
 
Dataquest Sees Huge European
PC, Net Growth
(08/11/98; 5:01 p.m. ET)
By Staff, Semiconductor Business News

EGHAM, England -- Although Europe has been slow
to embrace the Internet, that is beginning to change,
according to Dataquest, a research company in San
Jose, Calif. As a result, the potential for sales of PCs on
the continent is considerable.

The market researcher sees the European Internet
market growing from 13.3 million computers connected
to the Internet last year to 69 million computers in
2002. It said it projects the market will grow 60
percent in 1998, with 21.2 million Internet seats.

The consumer segment led the market, with more than
7 million computers connected to the Internet in 1997,
followed by the business sector with 6.2 million. This
trend will change by the year 2000, however, when the
business market is estimated to have 22.8 million
Internet seats, passing the consumer market's 21.8
million Internet seats.

"As telecommunications deregulation begins to show its
impact in Europe, prices for higher-speed access such
as leased lines will decrease, and some medium-sized
companies that today can't afford leased-line access will
switch over," said Petra Gartzen, senior industry analyst
for Dataquest's Internet and Enterprise Strategies
Europe program here in Britain. "Once a company has
leased-line access, a much larger number of employees
can be given Internet access."

Germany led all countries in the region with 4.7 million
Internet seats in 1997, followed by the United Kingdom
and France with 2 million and 1 million Internet seats,
respectively. These three countries will continue to
account for more than half of all Internet seats in Europe
through 2002.

But France is projected to post the strongest growth
among the top three countries, reaching 10.1 million
Internet seats by 2002.

"France was slow to start in Internet adoption because
France Telecom was slow to enter the Internet market
and because Minitel, France Telecom's proprietary
online service, was so popular," said Gartzen. "France
Telecom is now a driving force in the French Internet
market, and recent growth figures show a big increase
in interest in the Internet in both the business and
consumer sectors."



To: Jason Yantz who wrote (30824)8/12/1998 7:26:00 AM
From: Richie  Respond to of 97611
 
*****OT******

Your pretty heavy into technology.....
the key is DIVERSIFICATION!
One area that has been beaten up particularly bad....
is the Oil Services sector.......
check out HAL or SBL.....especially HAL....
a tough cold winter could bring oil back into demand and send these
stocks roaring back.

RichieH



To: Jason Yantz who wrote (30824)8/12/1998 7:42:00 AM
From: Kelvin D. Nakamichi  Read Replies (1) | Respond to of 97611
 
At 38, I hope I'm old enough to qualify. Here's a report about a possible 'next' CISCO.

Link: equityanalysis.com

And it's priced in Canadian dollars which these days are worth about a nickel $US <g>.



To: Jason Yantz who wrote (30824)8/12/1998 7:54:00 AM
From: don kramer  Read Replies (1) | Respond to of 97611
 
Don't look back !
Look forward !
opinion my own,
sell wcom, and cisco, buy Philip Morris
it is the stellar star, about to go NOVA.

remember, you heard it hear first !

Hold CPQ . Sell Out of money call options on CPQ.

IMHO,

dk



To: Jason Yantz who wrote (30824)8/12/1998 10:07:00 AM
From: rudedog  Read Replies (2) | Respond to of 97611
 
Jason -
can any of you tell me what you would have done differently in your beginning investing years
In my case, I think I was too conservative. When I was younger, and had a lot less in the way of personal obligations, I could have easily survived a major hit on my portfilio, so my risk profile was a lot lower. None the less, I held a lot of 'safe' stocks and only a small percentage of 'risky' tech stocks. It wasn't until the late 80's, when I was in my late 30's-early 40's and had been investing for about 10 years, that I began putting serious money into the techs. Even though I lost big on a couple of stocks with that strategy, the winners (MSFT, Intel, CPQ, a few others) more than made up for the losers. If I had done that even 5 years earlier I think I would be a much wealthier man.

Of course at that time we did not have anything like the access to information that a forum like SI gives us, and it was a lot more of a crap-shoot to determine what was likely to happen.



To: Jason Yantz who wrote (30824)8/12/1998 3:53:00 PM
From: CGarcia  Respond to of 97611
 
"A QUESTION FOR THE OLDER AGES?

At 25 years old I currently own 29,000 in stock manily dispersed through three stocks CPQ, WCOM, and CSCO what else should i own? Basically looking back can any of you tell me what you would have done differently in your beginning investing years."

Also add Microsoft, currently a great buy, Merck, and Disney...Wait another 3 yrs and boy will you be smiling!