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Technology Stocks : Gorilla Game -- Ignore unavailable to you. Want to Upgrade?

To: SWF-Steve who wrote (374)	3/10/1999 10:18:00 PM
From: Shane M	Read Replies (1) \| Respond to of 387

Steve, I've been trying to learn what I can about the bandwidth companies. It's nearly impossible to assimilate so much information in any decent span of time. There's so many players, and picking a winning technology is requires trying to assimilate information from several sources. SI is good for this but it takes alot of time/effort to get a good feel. Telecom Companies I'm looking into: Of course: Lucent, Cisco, Nortel. Carriers: AT&T, MCIWorldcom, Sprint High capacity fiber: Corning (GLW) and Lucent (LU). Others: Ciena, Tellabs. Wireless: Qualcom, Nokia, Ericson. Cable TV companies: Lots of them. Satellite: haven't gotten that far yet. Shane

To: SWF-Steve who wrote (374)	6/10/1999 11:08:00 AM
From: White Shoes	Read Replies (1) \| Respond to of 387

To all, I respectfully submit MESG for your consideration. Customer interaction is going to be an enormous growth area for technology companies, and outsourced e-mail campaigns combined with market research are big business. This week MESG made two large acquisitions and it looks like it's setting up to be the leader. Check out the past 2 weeks' news releases and you'll see what I mean. go2net.newsalert.com

To: SWF-Steve who wrote (374)	8/16/1999 5:58:00 PM
From: SWF-Steve	Read Replies (1) \| Respond to of 387

"Now, I'm researching the Linux operating system, and it's possible commercial opportunities. To this point, the only companies that I can find are software distribution and hardware (servers). And all of them are still private. To add frustration, every time I locate a potential company (Red Hat Software, VW Research, etc.), I find out that some large tech company has just invested heavily." So, to add to my frustration, when one of these finally comes public (Red Hat), there is absolutely no chance of buying any. Further, it triples right out of the chute. Oh well, maybe we can short it on the way down. This clearly not a gorilla. There don't appear to be any barriers to entry. Unless I'm missing something. Still searching.