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Strategies & Market Trends : Keep Your Eye On The Ball - Watch List -- Ignore unavailable to you. Want to Upgrade?


To: TFF who wrote (136)11/7/1998 2:47:00 PM
From: CanynGirl  Respond to of 2802
 
Stocks to watch week of 11/8:

BKS:
Closed above 200 day MA Friday on news of Ingram books acquistion.
Vice Chair to be interviewed on CNBC on Monday 12:30PM
Earnings due Thu 11/19, Zack's est.: 0.00, whisper: .01
msnbc.com
archive.thestreet.com
archive.thestreet.com

DELL:
Stock has been stuck in a trading range for over a week. Closed at: 65 11/16 , 52 week high: 69 1/4
Earnings due 11/12 after close, Zacks est.: .27, whisper: .30
Snippets from Reuters report on Friday:
"European personal computer sales surged ahead 23.4 percent in the third quarter as consumers snapped up low-priced machines, market watcher Dataquest said today. On the strength of recovering economies, European unit sales surged in the three largest markets. German PC sales climbed 22.4 percent to 1.2 million units, British sales advanced 28.3
percent to more than a million, while French sales increased 34.6 percent to just short of 800,000. The main beneficiaries were PC makers Compaq and Dell computer Corp. Compaq retained the top market share spot, increasing its hold to 17.4 percent as its sales rose 33.4 percent. Dell climbed into a second place tie with IBM Corp. The direct marketer's sales jumped 86 percent, lifting its market share to 8.1 percent. IBM sales grew 31 percent, although its share was unchanged at 8.1 percent. "

INKT:
Recently announced an early end to share lockup and a secondary offering. Thursday Motley fool did an article on INKT. Did Motley Fool's article provide the impetus to drive the stock high enough to take out the short stops? Or is there something else going on here? INKT went from a low of 82 to a high of 109 in 2 days. There are no shorts available at my brokers.
Closed 11/6 at 105 1/4 on volume of 1.7mil, twice normal.

LCOS:
Closed at: 49 1/8 , 52 week hi: 53 5/8 (None of the second tier net stocks have made a new 52 week high yet, just YHOO, AOL, and INKT)
Earnings due 11/19 after close, Zacks est.: -.07, whisper: -.04
Media Metrix listed LCOS as #4 in unique users in Sept behind only AOL, YHOO, and Microsoft sites. (Oct data due 11/19)

MSPG:
Closed above resistance of 45 on Friday at 45 5/8. 52 week hi: 52 3/8.
cbs.marketwatch.com

EGGS:
Stock up on news AMZN is looking to buy an etailer.
EGGS hit 200 day MA and promptly retreated on Fri., but it did finally break 9 3/8 resistance.
Closed at: 9 1/16, 52 week hi: 29 1/8.
fnews.yahoo.com




To: TFF who wrote (136)11/7/1998 2:48:00 PM
From: CanynGirl  Respond to of 2802
 
Another stock to watch:

GNET:
Knocking at the door of 25 again. 52 week hi: 39.
Earnings due 11/17 before the open. est. -.1, whisper: n/a (6/98= -.25, 3/98= -.11)
DJN article on 11/6:
Go2Net: Tech Know-How Should Lure Users,May Lead To '99 Pft
By PAULA L. STEPANKOWSKY
Dow Jones Newswires
SEATTLE, Wash. -- Go2Net (GNET) doesn't want to use the Internet to sell books, games or financial advice. But the company's technology makes it easier to find out about online goods and services, something the company hopes will attract more users - and advertisers - to its growing collection of Web sites.
This strategy is designed to keep the company's gross margins high and may help it become one of the few Internet-related companies making money by 1999, Chief Executive Russell C. Horowitz told Dow Jones.
"Our focus is leveraging our position in technology, as opposed to dealing with fulfillment issues," Horowitz said.
Horowitz said Go2Net, which went public in April 1997, decided early that there were four communications categories that translated well on the Web: personal finance, Web searching, commerce and multiplayer games.
Go2Net then either built or acquired key Web sites in these four areas, including Silicon Investor, one of the Web's largest personal finance sites; MetaCrawler, which searches other search engines; WebMarket, a one-stop comparison shopping service; Hypermart, a provider of free business Web hosting services, and PlaySite, a Java-based multiplayer online games site.
The company also has a division called Go2Net Labs, which develops technologies for use on its Web sites as well as for licensing to other Internet companies.
Horowitz said the company doesn't view itself as an Internet portal but as a portal to its own Web sites. In September, the company recorded 1 million people logging on to its sites at least once a day, Horowitz said. Its personal finance and Web search sites grabbed the most viewers.
Go2Net is not widely covered by analysts yet, but Horowitz said he's comfortable with an estimate that the company will lose 10 cents a share in the fourth quarter, which would add up to a loss of 48 cents a share for the 1998 fiscal year ended Sept. 30. The 10-cent estimate includes some one-time charges.
In the 1997 fiscal year, Go2Net lost $1.75 million, or 53 cents a share, on sales of $528,595. All figures have been adjusted to reflect the acquisition of Silicon Investor, which was finalized in June.
Keeping gross margins high by keeping the costs of product development low is a key to Go2Net's strategy, one that CEO Horowitz hopes may help the company turn a profit in 1999.
"We felt we had a chance to be a leader when people started to focus on profitability," Horowitz said. "We have this low overhead model and low customer acquisition costs, and with expanded revenue opportunities, we have tremendous leverage."
Horowitz said each site the company operates has an interactive message board. The company lets its site users tell it what features they want on the sites.
"The back end is all software," Horowitz said. "Once you create it, the incremental cost is virtually nothing for us."
The company's gross margin in the third quarter was 60%, a figure Horowitz said he would like to see increase to the low 70s in the next year.
"I think it's achievable," he said.
Go2Net makes money by selling advertising on its sites and subscriptions to Silicon Investor, and by licensing its technology. Horowitz said the company now has more than 200 advertisers.
"Each site has its own underlying characteristics that allows us to participate in each of those revenue streams," Horowitz said.
Go2Net is launching a national marketing campaign to increase public awareness of its sites but is targeting spending in what Horowitz called "Web savvy" cities, such as Seattle, San Francisco, Boston and New York.
"Plenty of people focus on newbies," Horowitz said. "We're the people who, once people discover us, they stay with us."
Horowitz said Go2Net still has cash on hand to make acquisitions, something the company has done mostly through stock transactions to date.




To: TFF who wrote (136)11/7/1998 2:48:00 PM
From: CanynGirl  Respond to of 2802
 
AEA
1998 Session 2 Presenting Companies as of November 4
Companies with sales or market value between $100M and $250M as of May 1, 1998
3D Systems
TDSC
Arthur Sims, Chairman and CEO

Accelr8 Technology
ACLG
Thomas Geimer, Chairman

ACT Networks
ANET
Martin Shum, President and CEO

ADFlex Solutions
AFLX
Rolando Esteverena, President and CEO

Advanced Digital Information
ADIC
Peter Van Oppen, Chairman and CEO

Aeorflex Laboratories
ARX
Leonard Borow, President

Alpha Industries
AHA
Thomas Leonard, President and CEO

Anadigics Inc.
ANAD
Ronald Rosenzweig, President and CEO

Andrea Electronics Corporation
AND
John Andrea, Co-President

Applied Voice Technology
AVTC
Richard LaPorte, President and CEO

Ardent Software
ARDT
Peter Gyenes, Chief Exeutive Officer

Asyst Technologies
ASYT
Douglas McCutcheon, SVP & CFO

Axiohm Transaction Solutions
AXHM
Nicolas Dourassoff, CEO

BEI Technologies
BEIQ
Charles Crocker, President and CEO

Best Software Inc.
BEST
Timothy Davenport, President and CEO

BOLDER Technologies
BOLD
Dan Lankford, Chairman and CEO

Box Hill Systems Corporation
BXH
Philip Black, CEO

Brio Technology
BRYO
Yorgen Edholm, President and CEO

Brite Voice Systems
BVSI
David Gergacz, President and CEO

Brooktrout Technology Inc
BRKT
Eric Giler, President and CEO

Caere Corporation
CAER
Robert Teresi, Chairman and CEO

Centigram Communications Corp
CGRM
Robert Puette, President and CEO

CerProbe Corporation
CRPB
C. Zane Close, President and CEO

CFM Technologies
CFMT
Christopher McConnell, Chairman

Comdial Corporation
CMDL
William Mustain, President and CEO

Computer Network Technology
CMNT
Thomas Hudson, President and CEO

Concurrent Computer Corporation
CCUR
E. Courtney Siegel, President and CEO

Corsair Communications
CAIR
Mary Byrnes, President and CEO

CP Clare Corporation
CPCL
Arthur Buckland, President and CEO

Cree Research
CREE
F. Neal Hunter, President and CEO

CyberCash Inc.
CYCH
James Condon, Chief Financial Officer

Datum Inc
DATM
Eric van der Kaay, President and CEO

Drexler Technology Corp.
DRXR
Jerome Drexler, Chairman and CEO

DRS Technologies
DRS
Mark Newman, President and CEO

DSP Group
DSPG
Eli Ayalon, President and CEO

Edify Corporation
EDFY
Jeff Crowe, President and CEO

Electric Lightwave
ELIX
David Sharkey, President

ENCAD Inc.
ENCD
Richard Plante, President and COO

Exabyte Corporation
EXBT
William Marriner, President and CEO

Exar Corporation
EXAR
Donald Ciffone,

Excalibur Technologies Corp
EXCA
Patrick Condo, President

Faroudja, Inc.
FOJA
Michael Moore, President and CEO

FLIR Systems
FLIR
J. Kenneth Stringer III, President and COO

Fonix Corporation
FONX
Steve Suddert, Chief Executive Officer

Four Media Company
FOUR
Robert Walston, Chairman and CEO

Franklin Electronic Publishers
FEP
H. Cross, President and CEO

GaSonics International
GSNX
Asuri Raghavan, CEO

Genesis Microchip Corporation
GNSSF
Paul Russo, Chief Executive Officer

General DataComm Industries
GDC
Charles Johnson, Chairman and CEO

Government Technology Services
GTSI
Dendy Young, Chairman and CEO

GRC International
GRH
Gary Denman, President and CEO

Harmonic Lightwaves
HLIT
Anthony Ley, President and CEO

Infinium Software
INFM
Frederick Lizza, President and CEO

Inktomi Corporation
INKT
David Peterschmidt, President and CEO

Integrated Circuit Systems
ICST
Henry Boreen, CEO

Integrated Silicon Solution
ISSI
Jimmy Lee, Chairman and CEO

IVI Checkmate
IVIAF
L. Barry Thomson, President and CEO

InterVoice
INTV
Rob-Roiy Graham, Chief Financial Officer

Intevac Inc.
IVAC
Norm Pond, President and CEO

Itron Inc
ITRI
Johnny Humphreys, President and CEO

Keithley Instruments
KEI
Joseph Keithley, Chairman and CEO

Key Tronic
KTCC
Jack Oehlke, Chief Exeutive Officer

Kopin Coporation
KOPN
John Fan, President

LeCroy Corporation
LCRY
Lutz Henckels, President and CEO

Logility Inc
LGTY
James Modak, Chief Financial Officer

LTX Corporation
LTXX
Roger Blethen, President and CEO

MacNeal-Schwendler Corp.
MNS
Thomas Curry, President and CEO

Maxwell Technologies
MXWL
Kenneth Potashner, President and CEO

Melita International
MELI
Aleksander Szlam, Chairman and CEO

Mercury Computer Systems
MRCY
James Bertelli, Chief Executive Officer

MetaCreations
MCRE
Gary Laur, President and CEO

Metricom, Inc.
MCOM
Timothy Dreisbach, President and CEO

Microsemi Corporation
MSCC
Philip Frey, President and CEO

Microstrategy
MSTR
Michael Saylor, CEO

Molecular Devices Corporaton
MDCC
Joseph Keegan, President and CEO

Mosaix
MOSX
Nicholas Tiliacos, President and CEO

Mylex Corporation
MYLX
Albert Montross, President and CEO

Netopia Inc.
NTPA
Alan Lefkof, President and CEO

Network Computing Devices
NCDI
Robert Gilbertson, President and CEO

Network Solutions
NSOL
Gabe Battista, Chief Executive Officer

Newport Corporation
NEWP
Robert Deuster, CEO

Oak Technology
OAKT
Sidney Faulkner, VP and CFO

Object Design
ODIS
Robert Goldman, President and CEO

Odetics Inc
ODET
Joel Slutzky, Chairman and CEO

ODS Network Systems
ODSI
G. Ward Paxton, President and CEO

Open Text Corporation
OTEXF
P. Thomas Jenkins, CEO

Optical Cable Corporation
OCCF
Robert Kopstein, President and CEO

Optical Coating Laboratory
OCLI
Charles Abbe, President and COO

OrCAD Inc.
OCAD
Michael Bosworth, President and CEO

Ortel Corporation
ORTL
Stephen Workman, Chief Financial Officer

PC DOCS Group
DOCSF
Rubin Osten, President and CEO

PCD Inc.
PCDI
John Dwight, Chairman and CEO

Peerless Systems Corporation
PRLS
Edward Gavaldon, Chairman and CEO

Performance Technologies
PTIX
Donald Turrell, President and CEO

Periphonics Corporation
PERI
Peter Cohen, President

Pervasive Software
PVSW
Ron Harris, President and CEO

Phoenix Technologies
PTEC
Jack Kay, President and CEO

Planar Systems
PLNR
James Hurd, President and CEO

Praegitzer Industries
PGTZ
Matthew Bergeron, COO and EVP

Printronix, Inc.
PTNX
Robert Kleist, President and CEO

Programmer's Paradise
PROG
Roger Paradis, President and CEO

Proxim Inc.
PROX
David King, Chairman and CEO

Quickturn Design Systems
QKTN
Keith Lobo, President and CEO

RadiSys Corporation
RSYS
Glenford Myers, President and CEO

Rainbow Technologies
RNBO
Walter Straub, Chairman and CEO

Ramtron International
RMTR
L. David Sikes, Chairman and CEO

Salient 3 Communications
STCIA
Timothy Cobb, Chairman and CEO

SBS Technologies
SBSE
Christopher Amenson, Chairman and CEO

Scan Source Inc
SCSC
Steve Owings, CEO

SCO Inc.
SCOC
John Luhtala, Chief Financial Officer

SDL Inc
SDLI
Donald Scifres, President and CEO

Secure Computing Corporation
SCUR
Timothy McGurran, SVP and CFO

Security First Technologies
SFNB
James Mahan, Chief Executive Officer

Segue Software
SEGU
Stephen Butler, CEO

SL Industries
SL
Owen Farren, President and CEO

Smartflex Systems Inc
SFLX
William Healey, Chairman and CEO

Spectrian Corporation
SPCT
Garrett Garrettson, President and CEO

Splash Technology
SLPH
Kevin Macgillivray, CEO

SPSS Inc.
SPSS
Jack Noonan, President and CEO

Stac Inc
STAC
Gary Clow, Chairman and CEO

Sunquest Information Systems
SUNQ
Sidney Goldblatt, Chief Executive Officer

Sunrise Technologies International
SNRS
C. Trenary, President and CEO

SymmetriCom Inc
SYMM
William Rasdal, Chairman and CEO

TCSI Corporation
TCSI
Ram Banin, President and CEO

Teltrend Inc.
TLTN
Howard Kirby, President and CEO

Three-Five Systems
TFS
Jeffrey Buchanan, Chief Financial Officer

Titan Corporation
TTN
Gene Ray, President and CEO

TranSwith Corporation
TXCC
Michael Stauff, Chief Financial Officer

TriQuint Semiconductor
TQNT
Michael Stauff, Sr. Vice President and CFO

Unitrode Corporation
UTR
Robert Richardson, Chairman and CEO

Verilink Corporation
VRLK
Leigh Belden, President and CEO

ViaSat Inc.
VSAT
Mark Dankberg, President

VideoServer Inc.
VSVR
Khoa Nguyen, President and CEO

Vivid Technologies
VVID
Stephen Reber, President and CEO

VocalTec Communications
VOLCF
Elon Ganor, Chairman and CEO

VTEL Corporation
VTEL
F.H. Moeller, Chairman and CEO

Walker Interactive Corporation
WALK
Leonard Liu, Chairman and CEO

Wall Data Inc.
WALL
John Wall, President and CEO

XeTel Corporation
XTEL
Angelo DeCaro, President and CEO

Xicor Inc.
XICO
Bruce Gray, President and COO

Zoran Corporation
ZRAN
Levy Gerzberg, President and CEO





To: TFF who wrote (136)11/7/1998 2:50:00 PM
From: CanynGirl  Respond to of 2802
 
AEA
1998 Session 3 Presenting Companies as of October 29
Companies with sales and market value under $100M as of May 1, 1998
8x8
EGHT
Paul Voois, Chairman and CEO

A.D.A.M. Software
ADAM
Robert Cramer, Chairman and CEO

ACE-COMM Corporation
ACEC
George Jimenez, President

Active Voice Corporation
ACVC
Robert Richmond, Chairman and CEO

Advanced Machine Vision Corporation
AMVC
James Ewan, President and CEO

Aehr Test Systems
AEHR
Rhea Posedel, President and CEO

American Science & Engineering
ASE
Ralph Sheridan, President and CEO

AMX Corporation
AMXX
Joe Hardt, President and CEO

Anaren Microwave
ANEN
Hugh Hair, CEO

Andataco of California
ANDA
Harris Ravine, CEO

Applied Digital Access Inc.
ADAX
Peter Savage, President and CEO

Applied Films Corporation
AFCO
Thomas Edman, CEO

Applied Microsystems
APMC
Robert Deinhammer, President and CEO

Applix Inc.
APLX
Jit Saxena, Chairman and CEO

Barringer Technologies
BARR
Stanley Binder, President and CEO

Boca Research
BOCI
Anthony Zalenski, President and CEO

Boundless Technologies
BDLS
J. Gerald Combs, Chairman and CEO

C-ATS Software
CATX
Jim Graber, Chief Financial Software

California Amplifier
CAMP
Fred Strum, President and CEO

California Micro Devices
CAMD
Jeffrey Kalb, President and CEO

Candela Corporation
CLZR
Gerard Puorro, President and CEO

Concentra Corporation
CTRA
Lawrence Rosenfeld, President and CEO

Conductus, Inc.
CDTS
Charles Shalvoy, President and CEO

CSP Inc.
CSPI
Alexander Lupinetti, Chairman and CEO

Datakey Inc
DKEY
Carl Boecher, President and CEO

Datawatch Corporation
DWCH
Bruce Gardner, President

Datron Systems Inc.
DTSI
David Derby, President and CEO

Delphi Information Systems
DLPH
Max Seybold, President and CEO

Didax Inc.
William Parker, President and CEO

Digital Link Corporation
DLNK
Vinita Gupta, Chairman

Document Sciences Corp
DOCX
Charles Harris, President and CEO

Digital Video Systems Inc.
DVID
Edward Miller, Chief Executive Officer

E-Net, Inc.
ETEL
Robert Veschi, President

ECCS Inc.
ECCS
Gregg Azcuy, President and CEO

EDO Corporation
EDO
Frank Fariello, Chairman and CEO

EIS International
EISI
James McGowan, Chief Executive Officer

Elantec Semiconductor
ELNT
David O'Brien, President and CEO

EMCORE Corporation
EMKR
Reuben Richards, President and CEO

Emulex Corporation
EMLX
Paul Folino, President and CEO

Energy Conversion Devices
ENER
Robert Stempel, Chairman

ENLighten Software Solutions
SFTW
David Parker, Chief Executive Officer

Equinox Systems
EQNX
William Dambrackas, Chairman and CEO

Extended Systems
XTND
Steven Simpson, President and CEO

Focus Enhancements
FCSE
Thomas Massie, Chairman and CEO

Gentner Communications Corporation
GTNR
Frances Flood, President

Genus Inc.
GGNS
William Elder, Chiarman

Global Village Communication (One World Systems)
GVIL
Neil Selvin, President and CEO

Geoworks
GEOC
Gordon Mayer, Chairman and CEO

Go-Video, Inc.
VCR
Roger Hackett, Chairman and CEO

IKOS Systems
IKOS
Ramon Nunez, President and CEO

Imaging Technologies
ITEC
Bruce Ahern, Director Strategic Marketing

IMSI
IMSI
Martin Sacks, President and CEO

Infonautics Corporation
INFO
Van Morris, President and CEO

Integral Systems
ISYS
Stephen Chamberlain, CEO

Integrated Measurement Systems
IMSC
Keith Barnes, President and CEO

InteliData Technology Corp
John Backus, President

IntelliCorp
INAI
Kenneth Czaja, CFO

Interlink Computer Sciences Inc.
INLK
A.J. Berkeley, President and CEO

Interlink Electronics Corporation
LINK
E. Michael Thoben, Chiarman and CEO

Interphase Corporation
ISLI
R. Stephen Polley, President and CEO

InVision Technologies
INVN
Sergio Magistri, President and CEO

JMar Technologies
JMAR
John Martinez, President and CEO

Kentek Information Systems
KNTK
Philip Shires, President and CEO

Kofax Image Products
KOFX
David Silver, President

Landmark Systems Corporation
LDMK
Katherine Clark, CEO

Laser Power Corporation
LPWR
Glenn Sherman, CEO

MathSoft Inc.
MATH
Charles Digate, Chairman and CEO

Mattson Technology
MTSN
Brad Mattson, CEO

Media 100 Inc.
MDEA
John Molinari, President and CEO

Meridian Data Inc.
MDCD
Gianluca Rattazzi, President and CEO

Metrowerks Corporation
MTWKF
Jean Belanger, Chairman and CEO

Microdyne Corporation
MCDY
Michael Jalbert, President and CEO

Micrografx, Inc.
MGXI
Doug Richard, Chief Executive Officer

Multimedia Access
MMAC
Glenn Norem, Chief Executive Officer

MySoftware Company
MYSW
Gregory Slayton, President and CEO

Nanometrics Inc.
NANO
John Heaton, President and COO

Netgrity, Inc.
NETE
Barry Bycoff, President and CEO

Network Peripherals Inc.
NPIX
Robert Hersch, Chief Financial Officer

Novadigm Inc.
NVDM
Michael Carbetta, President and COO

Optek Technology
OPTT
Thomas Filesi, Chairman and CEO

Osicom Technologies
FIBR
Xin Cheng, President & Director

Palomar Medical Technologies
PMTI
Dan Valente, President and CEO

Patriot Scientific
PTSC
James Lunney, President and CEO

Pericom Semiconductor Corporation
PSEM
Alex Hui, President

Perle Systems
PERLF
Joseph Perle, Chairman

Photomatrix
XSCR
Patrick Moore, CEO

PixTech Inc.
PIXT
Jean-Luc Graud-Clement, CEO

Premier Laser Systems
PLSIA
Colette Cozean, Chairman and CEO

PSW Technologies
PSWT
W. Frank King, President and CEO

Quality Semiconductor
QUAL
R.Paul Gupta, President and CEO

QualMark Corporation
QMRK
Preston Wilson, President and CEO

Radius, Inc.
RDUS
Mark Housley, President and CEO

RF Monolithics
RFMI
Sam Densmore, President and CEO

RIT Technologies
RITTF
Ofer Bengal, CEO

Ross Systems Inc
ROSS
Dennis Vohs, Chairman and CEO

RSI Systems
RSII
Donald Lites, President and CEO

Sapiens USA
SPNSF
Ron Zuckerman, CEO

SEEQ Technology Inc
SEEQ
Phillip Salsbury, President and CEO

Semiconductor Packaging Materials
SEMX
Gilbert Raker, Chairman and CEO

Sento Corporation
SNTO
Keith Sorenson, President and CEO

Sigma Designs
SIGM
Thinh Tran, Chairman

Silicon Storage Technology
SSTI
Bing Yeh, President and CEO

SoftQuad International
SWEBF
Richard Rabins, CEO

Spatial Technology
STY
Richard Sower, Founder and CEO

SpectraLink Corporation
SLNK
Bruce Holland, CEO

SRS Labs
SRSL
Tom Parkinson, President

StarBase Corporation
SBAS
Willilam Stow, Chairman and CEO

Superconductor Technologies
SCON
M. Peter Thomas, President and CEO

Sync Research
SYNX
Dick Martin, President and CEO

Syntellect Inc.
SYNL
J. Lawrence Bradner, Chairman and CEO

Tanisys Technology
TNSU
Charles Comsio, President

Tegal Corporation
TGAL
David Curtis, Chief Financial Officer

Tera Computer Company
TERA
James Rottsolk, President and CEO

Treev, Inc.
TREVW
James Leto, Chairman and CEO

Vari-L Company
VLNC
David Sherman, President and CEO

Vertel Corporation
VRTL
Bruce Brown, President and CEO

VISTA Information Solutions
VINF
Thomas Gay, President and CEO

Voice Control Systems
VCSI
Peter J. Foster, President and CEO

Xionics Document Technologies
XION
Robert Lentz, Chief Financial Officer

Xybernaut Corporaton
XYBR
Edward Newman, President and CEO

Zygo Corporation
ZIGO
Gary Willis, President and CEO





To: TFF who wrote (136)11/7/1998 2:51:00 PM
From: CanynGirl  Read Replies (2) | Respond to of 2802
 
AEA
1998 Session 1 Presenting Companies as of November 4
Companies with sales or market value of $250M or more as of May 1, 1998
3Dfx Interactive
TDFX
Gregory Ballard, President and CEO

Aavid Thermal Technologies
AATT
Ronald Borelli, Chairman and CEO

ACT Manufacturing
ACTM
John Pino, President and CEO

ADC Telecommunicaitons
ADCT
William Cadogan, President and CEO

Advanced Energy Industries
AEIS
Douglas Schatz, President and CEO

Advanced Fibre Communications
AFCI
Carl Grivner, President and CEO

Advanced Technology Materials
ATMI
Gene Banucci, President and CEO

Advent Software
ADVS
Stephanie DiMarco, President and CEO

The Allen Telecom Group
ALN
Robert Paul, Chairman and CEO

Alliance Semiconductor Corporation
ALSC
N. Damodar Reddy, President and CEO

American Power Conversion
APCC
Donald Muir, Chief Financial Officer

Anacomp Inc.
ANCO
Ralph Koehrer, President and CEO

Andrew Corporation
ANDW
F.L. English, President and CEO

Applied Magnetics Corporation
APM
Craig Crisman, President and CEO

Applied Micro Circuits Corporation
AMCC
David Rickey, President and CEO

ARIS Corporation
ARSC
Paul Song, President and CEO

Artesyn Technologies
CPRD
Joseph O'Donnell, Chairman and CEO

ASM Lithography
ASMLF
Willem Maris, President and CEO

Aspect Development
ASDV
Joe Prang, President

Aspect Telecommunicaitons
ASPT
James R. Carreker, Chairman and CEO

Aspen Technology Inc.
AZPN
Lawrence B. Evans, CEO

Aware Inc.
AWRE
Michael Tzannes, Chief Executive Officer

BE Semiconductor
BESIF
R.W. Blickman, President and CEO

BEA Systems
BEAS
Steve Brown, Chief Financial Officer

Billing Concepts Corporation
BILL
Parris 'Butch' Holmes, Chairman and CEO

Black Box Corporation
BBOX
Frederick C. Young, President

Boole & Babbage Inc.
BOOL
Paul Newton, President and CEO

BTG Inc.
BTGI
Edward Bersoff, Chairman and CEO

Business Objects Americas
BOBJY
Bernard Liataud, President and CEO

California Microwave
CMIC
Frederick Lawrence, Chairman and CEO

CIENA Corporaiton
CIEN
Patrick Nettles, President and CEO

Citrix Systems
CTXS
Edward Iacobucci, Chairman

Clarify Inc.
CLFY
Anthony Zingale, President & CEO

Cognex Corporation
CGNX
Robert Shillman, Chairman and CEO

Cohu Inc.
COHU
Charles Schwan, President and CEO

Com21
CMTO
Peter Fenner, President and CEO

Comverse Technology
CMVT
David Kreinberg, Vice President

Concord Communications
CCRD
Jack Blaeser, President and CEO

Creative Labs, Inc.
CREAF
Craig McHugh, President

Credence Systems
CMOS
W.R. Bottoms. Ph.D., Chairman and CEO

Cymer Inc.
CYMI
Robert Akins, President

Dialogic Corporation
DLGC
Howard Bubb, President and CEO

Diamond Multimedia
DIMD
William Schroeder, President and CEO

Digi International
DGII
Jerry Dusa, President and CEO

Digital Microwave Corporation
DMIC
Charles Kissner, Chairman and CEO

The DII Group Inc.
DIIG
Ronald Budacz, Chairman and CEO

Documentum
DCTM
Mark Garrett, Chief Financial Officer

DSP Communications
DSPC
Nathan Hod, President and CEO

DuPont Photomask Inc.
DPMI
J. Michael Hardinger, Chairman and CEO

Electro Scientific Industries
ESIO
Donald VanLuvanee, President and CEO

Electroglas Inc.
EGLS
Curtis Wozniak, Chairman and CEO

Electronics for Imaging
EFII
Eric Saltzman, VP Strategic Relations

Etec Stystems
ETEC
Stephen Cooper, Chairman and CEO

Evans & Sutherland Computer
ESCC
James Oyler, President and CEO

Excel Switching Corporation
XLSW
Robert Madonna, President and CEO

FileNet Corporation
FILE
Lee Roberts, Chief Executive Officer

FORE Systems
FORE
Bruce Haney, CFO

Forrester Research Inc.
FORR
George Colony, President and CEO

FSI International
FSII
Joel Elftmann, Chairman and CEO

General Semiconductor
SEM
Ronald Ostertag, Chairman and CEO

GeoTel Corporation
GEOC
John Thibault , President and CEO

Harbinger Corporation
HRBC
C. Tycho Howle, Chairman and CEO

HNC Software
HNCS
Robert North, President and CEO

i2 Technologies
ITWO
David F. Cary, Chief Financial Officer

Imation Corporation
IMN
William Monahan, Chief Financial Officer

In Focus Systems
INFS
John Harker, Chairman and CEO

Infoseek Corporation
SEEK
Harry Motro, President and CEO

Integrated Process Equipment Corp
IPEC
Sanjeev Chitre, Chairman and CEO

InterDigital Communications
IDC
William Doyle, President

Inter-Tel Inc
INTL
Steven Mihaylo, Chairman and CEO

International Rectifier
IRF
Alex Lidow, Chief Executive Officer

INSO Corporation
INSO
Steven Vana-Paxhia, President and CEO

IONA Technologies
IONA
Christopher Horn, Chief Executive Officer

JDA Software
JDAS
Brent Lippman, Chief Operating Officer

JetForm Corporation
FORMF
John Kelly, President and CEO

KLA-Tencor
KLAC
Kenneth Levy, CEO

Kronos Incorporated
KRIN
Mark Ain, Chairman and CEO

Kulicke & Soffa Industries
KLIC
C. Scott Kulicke, Chairman and CEO

Lattice Semiconductor Corporation
LSCC
Cyrus Tsui, President and CEO

Legato Systems
LGTO
Louis Cole, President and CEO

Lernout & Hauspie Speech Products
LHSPF
Gaston Bastianens, President and CEO

Maipics Inc.
MAPX
Richard Cook, President and CEO

Mercury Interactive Coporation
MERQ
Amnon Landan, President and CEO

Micro Focus
MIFGY
Martin Waters, President and CEO

MMC Networks
MMCN
Prabhat Dubey, President and CEO

MRV Communications
MRVC
Noam Lotan, President and CEO

MTI Technology Corporation
MTIC
Earl Pearlman, President and CEO

National Instruments
NATI
James Truchard, President and CEO

Natural Microsystems
NMSS
Robert Schechter, President and CEO

Neomagic Corporation
NMGC
Prakash Agarwal, President and CEO

Network Equipment Technologies
NWK
Joseph Fancesconi, President and CEO

New Era of Networks Inc
NEON
Rick Adam, President and CEO

Nichols Research Coporation
NRES
Chris Horgan, Chairman

Oak Industries
OAK
William Antle, President and CEO

Objective Systems Integrators
OSII
David Allen, Chief Financial Officer

PairGain Technologies
PAIR
Charles Strauch, Chairman and CEO

Peak International
PEAKF
Richard Brook, President and CEO

Pegasus Systems
PEGS
John Davis, President and CEO

Pegasystems
PEGA
Alan Trefler, President and CEO

Photronics
PLAB
Michael Yomazzo, President and CEO

Plantronics
PLT
S. Kannapplan, President and CEO

Platinum Software Corporation
PSQL
L. George Klaus, Chairman and CEO

PMC-Sierra
PMCS
Robert Bailey, President and CEO

Polycom
PLCM
Brian Hinman, Chairman anc CEO

Powerwave Technologies
PWAV
Bruce Edwards, President and CEO

Premisys Communications
PRMS
Raymond Lin, CEO

Pro Business
PRBZ
Thomas Sinton, Chief Executive Officer

Progress Software
PRGS
Norman Robertson, Chief Financial Officer

Project Software and Development
PSDI
Robert Daniels, Chairman

QLOGIC
QLGC
H. K. Desai, President and CEO

RELTEC Corporation
RLT
Dudley Sheffler, President and CEO

REMEC Inc.
REMC
Ronald Ragland, Chairman and CEO

Richardson Electronics
RELL
Edward Richardson, Chairman and CEO

Savoir Technology Group
WSTM
P. Scott Munro, President and CEO

SCM Microsystems
SCMM
Steve Humphreys, President and CEO

Silicon Valley Group
SVGI
Papken Der Torossian, CEO

SIPEX Corporation
SIPX
James Donegan, Chairman and CEO

SMART Modular Technologies
SMOD
Ajay Shah, President and CEO

Spectra-Physics Lasers
SPLI
Patrick Edsell, CEO

Speedfam International
SFAM
Roger Marach, CEO

Systems & Computer Technology
SCTC
Michael Emmi, Chairman, President & CEO

Tecnomatix Technologies
TCNOF
Harel Beit-On, President & CEO

Tekelec
TKLC
Michael Margolis, President and CEO

Tellabs, Inc.
TLAB
Michael Birck, President and CEO

Texlon Corporation
TLXN
Frank Brick, President and CEO

Ultratech Stepper
UTEK
Arthur Zafirpoulo, President and CEO

Veeco Instruments
VECO
Edward Braun, Chairman & CEO

VERITAS Software Corporation
VRTS
Mark Leslie, President and CEO

Viasoft Inc.
VIAS
Steven Whiteman, President and CEO

Vishay Intertechnology
VSH
Robert Freece, Senior Vice President

Visual Networks
VNWK
Scott Stouffer, President and CEO

Watkins-Johnson
WJ
W. Keith Kennedy, President and CEO

WavePhore Inc.
WAVO
David Deeds, President and CEO

Wind River Systems
WIND
Ronald Abelmann, President and CEO

WinStar Communications
WCII
William Rouhana, Chairman and CEO

World Access Inc.
WAXS
Steven Odom, Chairman and CEO

Xircom Inc.
XIRC
Dirk Gates, President and CEO

Xylan Corporation
XYLN
Dale Bartos, Chief Financial Officer