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Technology Stocks : PROGRAMMER'S PARADISE (PROG) -- Ignore unavailable to you. Want to Upgrade?

To: SliderOnTheBlack who wrote (127)	1/10/1999 7:38:00 PM
From: orkrious	Respond to of 2383

OT Slider, re For the reasonable valuation/price oriented; any suggestions other than PROG ? I like INDTC here as well; - suggestions for a research list anyone ? Look at GNET. What better testimonial than you use their star product every day, SI. And they make money, too, albeit not much. $.02 last quarter, but growing. Jay

To: SliderOnTheBlack who wrote (127)	1/10/1999 7:38:00 PM
From: Zeev Hed	Read Replies (2) \| Respond to of 2383

Slider, who is INDTC? A list of potential candidates was posted earlier, I already did a first cut on both EGGS (I do not like) and MZON (mildly like at current price of 19, but I want to see visibility of smart management, namely, survival before expansion, thus I need visibility of positive cash flow). Zeev

To: SliderOnTheBlack who wrote (127)	1/10/1999 8:34:00 PM
From: Crossy	Respond to of 2383

<partially off topic> Slider, you could also add STRX to that list. They are not so e-biz centered but a $500+ million US-$ company, specializing in long distance solutions. Teams up with cable companies in Germany to provide alternative solutions for European local loop situations, where unlike the US people pay per minute for local calls & the local loop. By circumventing traditional POTS local loop providers their business model is like the US in telco: flat-subscription for local loop & calls, per minute/second for long distance. STRX is also a heavyweight in VIP (Voice over IP) and owning stakes in undersea cables. I have a position in STRX and IDTC at the moment and I'm feeling quite comfortable with it.. regards CROSSY