Quarter to Quarter Aggressive Growth Stocks

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Strategies & Market Trends Quarter to Quarter Aggressive Growth Stocks

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To: Jack Hartmann who wrote (627)	8/23/2000 11:19:04 PM
From: Mike E.	of 6911

ISIL rose 13.89%. Intersil Becomes the Lead Strategic Investor in Bluetooth Leader Silicon Wave . I am missing why it jumped this high off the news. Are you familiar with Bluetooth, Jack? Quite the standards org. with the big boys (Intel, Ericsson, Nokia, IBM among others) that is supposed to set standards for wireless networks. I.e., you get in your car and your personal communicator (ex-cell phone) will immediately "interact" with your car. By just having the cell phone in proximity of your car you can now operate it with steering wheel controls, hands free, voice activated, dash board display of stored telephone numbers + names, etc, etc... You walk within a certain proximity of a store and your personal communicator (ex-Palm VII) connects with the wireless network and displays only sales or specials that would interest you (based on your preferences which you set or it learned over time). You'd have to sit for hours to just think of a fraction of the possibilities, IMO. I am also of the opinion that this type of technology will rapidly enter our lives whether we like it or not (and I like it!). Forgive me if you're already familiar with it, but I find the whole thing so fascinating that I ramble on whenever given the chance... Mike networkcomputing.com intel.com zdnet.co.uk

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To: Mike E. who wrote (628)	8/24/2000 9:14:51 AM
From: Jack Hartmann	of 6911

Mike, ISIL has been on the IEEE stnadrd committee for next generation of wireless. Maybe the PR was there to get new investors. Jack

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To: Jack Hartmann who wrote (622)	8/24/2000 9:25:51 AM
From: Dale Baker	of 6911

Hi Jack - you earned some brownie points by reprinting my BRZE article so I thought I would mention that NRG is one of my top holdings now with an average around 19. This is a baby ENE or AES in the making, with tons of upside in the current energy climate in the US. Keep up the good work.

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To: Jack Hartmann who wrote (622)	8/24/2000 9:33:06 AM
From: Mike E.	of 6911

I have a buy stop at $28 for NRG. If it breaks out, I want some. Mike

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To: Dale Baker who wrote (630)	8/24/2000 11:58:13 AM
From: Jack Hartmann	of 6911

Dale, thanks for the comment. The concerns that I had with NRG were that NS has 95% of the stock. The potential dumping of stock like TRW did to RFMD can limit the upside. The second is assessing the growth in revenues for the future. I am not sure why it won't track the utitilies sector in general. Jack

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To: Jack Hartmann who wrote (632)	8/24/2000 12:05:29 PM
From: Dale Baker	of 6911

I am waiting for NRG to hit 30 then I may cash out, at least part of the position. But it looks like a good play the rest of this year.

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To: Jack Hartmann who started this subject	8/24/2000 12:45:18 PM
From: Jack Hartmann	of 6911

Sold CTB at $12. Heard on the radio by reliable business correspondent (WBBM) that CTB's Mississippi plant makes tires in the Firestone fashion and it has 50 lawsuits for defects in their tires. No mention of any deaths, but this is troublesome. Hasn't made the made major print so will lock in profits now. Jack

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To: Jack Hartmann who wrote (634)	8/24/2000 12:54:02 PM
From: Mike E.	of 6911

Saw an analyst pumping BF Goodrich in CNBC this morning. Not so much for the Firestone stuff as the fact that airplane production/usuage is up and expected to continue to grow and he liked Goodrich's position in supplying tires to that sector among other. (Going from memory here and it ain't very good memory at that, but that is how I recall hearing it between reading message boards, making trades, etc. <g>) No recommendation here, just passing along... Mike

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To: Mike E. who wrote (635)	8/24/2000 2:55:43 PM
From: Jack Hartmann	of 6911

Thanks for the info Mike. I think BF Goodrich is part of the French Michelin chain. I should know this but never really checked. I have seen stories indicating GT and Michelin would be the largest beneficaries of the recall. Jack

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To: changedmyname who wrote (597)	8/24/2000 3:21:07 PM
From: sirarthurthomas	of 6911

Ahhhh...Miller Lite, its the only beer I can drink. Love it.

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