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   Strategies & Market TrendsThe New Economy and its Winners

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To: Lizzie Tudor who wrote (1636)9/22/2000 11:08:36 PM
From: schrodingers_cat
   of 57684
 
HAND has doubled in the past 2 weeks!! Opportunities for traders and (maybe later) investors here.

I think that if the wireless web takes off, people would rather use the PALM/HAND screen and OS rater than messing around with a cell phone.

Any thoughts anyone?

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To: Bill Harmond who wrote (1631)9/23/2000 1:01:25 PM
From: Glenn D. Rudolph
   of 57684
 
I'm an Ariba man. I still think its very early, too.

This changed during the last nine months or so?? I thought you had liked both at one time.

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To: Bill Harmond who wrote (1628)9/23/2000 1:04:12 PM
From: Glenn D. Rudolph
   of 57684
 
and trying to
keep Glenn from posting words he'll regret.

For example? Sheeesh what words?

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To: Glenn D. Rudolph who wrote (1639)9/23/2000 4:09:48 PM
From: dayglo
   of 57684
 
Trying to find the names of the other 'Rising Stars' that Deloitte lists in the citation below. EXTR shows great promise. Wonder what the others are. Nothing about it on Deloitte's site. Anyone know? Thx.

Kate
___
Extreme Networks Named One of Five 'Rising Stars' in Deloitte & Touche's 'Fast 50'

SANTA CLARA, Calif., Sep 22, 2000 /PRNewswire via COMTEX/ -- Extreme Networks, Inc. (Nasdaq: EXTR chart, msgs), a leader in broadband networking solutions, was ranked number two in Deloitte & Touche's prestigious "Rising Star" category for its "Fast 50" Program for Silicon Valley, a listing of the 50 fastest growing technology companies in the area. Rankings are based on the percentage of growth in revenues from the last five years, 1995-1999.

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To: dayglo who wrote (1640)9/23/2000 4:29:52 PM
From: dayglo
   of 57684
 
Rising Stars--(cont'd)
one of my other stocks, VRTA, also mentioned being on the same list. Since both VRTA and EXTR bounced more than others yesterday, it seems worth checking the other 'Rising Stars'. I see one caveat is that it's only for Silicon Valley area.

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To: dayglo who wrote (1641)9/23/2000 4:33:46 PM
From: dayglo
   of 57684
 
'Rising Stars' -(cont'd)
yeap, me again. found the site with the Deloitte list --
perhaps it's useful to some of you.
_____
Winners of the 21 regional Fast 50 programs in the United States are automatically entered in the Deloitte & Touche Technology Fast 500 program, which ranks the nation's top 500 fastest growing technology companies. For more information on the Deloitte & Touche Fast 50 of Fast 500 programs, visit www.fast500.com .

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To: Glenn D. Rudolph who wrote (1638)9/23/2000 9:47:31 PM
From: Bill Harmond
   of 57684
 
Ariba's momentum is awesome. I'm just becoming more aware.

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To: Bill Harmond who wrote (1643)9/23/2000 10:58:32 PM
From: Glenn D. Rudolph
   of 57684
 
You opinion would be to move the dollars in VERT to ARBA based on current valuations? Clearly, the intitial cost basis is irrelevant since going forward with that capital is what counts.

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To: Glenn D. Rudolph who wrote (1644)9/24/2000 4:11:38 PM
From: Bill Harmond
   of 57684
 
I would.

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To: Glenn D. Rudolph who wrote (1644)9/24/2000 4:12:01 PM
From: Bill Harmond
   of 57684
 
I would. How many B2B's are making new highs this soon? Ariba is.

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