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Strategies & Market Trends : The Thread Formerly Known as No Rest For The Wicked -- Ignore unavailable to you. Want to Upgrade?

To: Sherman Chen who wrote (8585)	1/19/1999 6:04:00 PM
From: JC Reddy	Read Replies (1) \| Respond to of 90042

IDTC looks extremely good at this point. Speculation + branding as an Internet stock + potential possibility of being a good portal + hype should carry it to $20's in the short term from $12.

To: Sherman Chen who wrote (8585)	1/19/1999 8:07:00 PM
From: QuietWon	Read Replies (1) \| Respond to of 90042

Hey, nice to know someone else likes NN as well-(~10pt gain since late Dec) - did u know: 1. NN #1 in ATM LAN, acknowledged by LU's CEO. ATM is here to stay as is IP. 2. NN has the only 4 LDMS contracts awarded in the WORLD (haven't chked if any in past 3 weeks) - 1 in Asia, 1 in TX, 2 in Cda - NN beat out NT, LU, etc 3. NN has ADSL - has contract with the prov./state of Alberta phone co Telus and with BC Telecom 4. NN has inroads into Europe, and is one of handful of co's speaking at each of a few conferences in Europe 5. NN in the CABLE MODEM market with Pixstream and ATY/ATYTF, together providing sol'ns in that area - NN will get biz from ATY's contacts with GIC, etc. ATY is #1 graphics accelerator co in the world - and earnings just crushed estimates. A winning combo. Less expense to NN to get this biz. 6. NN is above, but must consider its many other affiliates - which NN gets business from eg. Ultrak, Telexis 7. NN is ATM over Sonet, the blending of technologies to achieve greater speeds - working with NYU and Columbia 8. NN has part ownership in nCipher, an encrpytion co. 9. Potential Partner's/JV's a) NN + ADSL co ??? b) NN + XYLN ?? combine XYLN's layer 4 with ATM / ATM over Sonet (both if these co's are 'independents' 10. Current partners: COMS, Siemens, NOK.A !! Begining to sound like a NSCP from 12 - 18 months ago, isn't it?? BTW I hold FORE (#1 in ATM WAN) and XYLN (layer 4, but others catching up), too. Missed ASND. Considering ASND went for $20B and ASND has data, but LU bot ASND for its switches, NN at current $6.7B mkt cap for the #1 in ATM won;t stay there forever - worth at least 10B minimum and about $15B more realistically - do the math! If there is anything in the above that should be changed (removed or added), post so.

To: Sherman Chen who wrote (8585)	1/19/1999 10:18:00 PM
From: Paul A	Respond to of 90042

I really like NN as well! Wish I had some FORE Is it worth playing with WDC? Dilution on top of everything else... NXTL, USWB, BRCM.. if im not mistaken, BRCM had a lockup period end today which helped send it South. This thing has serious potential imo.. time to hit the hay.. 100% cash right now and not proud for obvious reasons but I guess it could be worse... ah wait, I have a small position in IFCI but im tired of taking that company seriously. If it drops to 7 1/2 im out in a flash.