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No. of Recommendations: 1
This went up again (mostly today) but I did all the work yesterday and 
can't be bothered to redo it. Anyway its looking good!

Ticker                      Buy 3 Jan 2000 Cost (inc $20 comm)Close 7 Feb 2000 Value     % Change
Cellular Providers                               $ 59,724.25                 $ 58,861.9     -1%
SNRA                                  72.5       $ 9,952.50                81$ 11,097.0     11%
VOD                                  50.75      $ 10,017.75                54$ 10,638.0      6%
PCS                                    105       $ 9,995.00           49.62* $ 9,427.80     -6%
LWIN                                84.125       $ 9,946.75             70.62$ 8,333.16    -16%
CHL                                 139.75       $ 9,942.25               146$ 10,366.0      4%
NMCNY                                  197       $ 9,870.00               180$ 9,000.00     -9%
Wireless Data Providers                         $ 19,930.94                 $ 29,886.0     50%
MCOM                               83.4375       $ 9,949.06            94.325$ 15,879.0     60%
TGNT                                61.875       $ 9,981.88                87$ 14,007.0     40%
Wireless Towers                                   $ 9,987.49                 $ 12,735.0     28%
BIGT                               41.5312       $ 9,987.49           53.0625$ 12,735.0     28%
PDAs                                              $ 9,999.75                 $ 11,808.5     18%
COMS                                 47.75       $ 9,999.75              56.5$ 11,808.5     18%
Cellular Equipment Manuf                         $ 19,831.13                 $ 22,343.3     13%
NOK                                  192.5       $ 9,837.50           192.625$ 9,823.88      0%
ERICY                              68.3125       $ 9,993.63             85.75$ 12,519.5     25%
Wireless Hardware/IP owners                     $ 49,874.19                 $ 51,134.0      3%
QCOM                                199.25       $ 9,982.50          133.4375$ 6,671.88    -33%
ARMHY                                  202       $ 9,918.00            222.25$ 10,890.2     10%
TXN                                   99.5       $ 9,970.00             134.5$ 13,450.0     35%
RFMD                               70.8125      $ 10,004.56             95.25$ 13,430.2     34%
VARL                                37.375       $ 9,999.13           25.0625$ 6,691.69    -33%
Wireless Software Compan                        $ 29,890.58                 $ 33,627.7     13%
PHCM                                   124       $ 9,940.00          138.3125$ 11,065.0     11%
PUMA                               141.875       $ 9,951.25             83.25$ 5,827.50    -41%
CIC.TO                             55.1344       $ 9,999.33             92.46$ 16,735.2     67%
Portfolio total                                 $199,238.31                  $ 220,396.     11%

*FON split
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No. of Recommendations: 0
and the dog of the port?? ... PUMA

Sure wish I could get my hands on the person that made that recommendation!

Prestone (hiding in the shadows)

PS - Thanks for keeping track DD.
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No. of Recommendations: 0
and the dog of the port?? ... PUMA

Sure wish I could get my hands on the person that made that recommendation!


Now who was that guy? someone beginning with P...? nah couldn't have been. Anyway I'm for sure glad that in the dingus real money port I bought PHCM and not PUMA.

Anyway what do you think of phone.com buying that UK syncing company? will that hurt PUMA (more)? or did PUMA just get overbought and is ready to bounce back and dominate the syncing world?

DD
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DD,
VOD has captured my curiosity, but the merger has not produced much $ attention. How do you view VOD's GSM format over that of, say, VSTR's?

SV
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VOD uses the world standard GSM (but Airtouch in the US as I recall uses CDMA). This is annoying. US GSM is at a different band to GSM elsewhere so you need a triband phone which is very very very annoying becuase they practically don't exist! If they did I'd have bought one.

I reckon VOD is about to become a huge player in the world of cell-phones so the recent lull vis-a-vis Mannesman will be only temporary, until they get their story straight about the Orange disposal etc.

DD
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Anyway what do you think of phone.com buying that UK syncing company? will that hurt PUMA (more)? or did PUMA just get overbought and is ready to bounce back and dominate the syncing world?

Yes, I definitely think PUMA got overbought. It is very constructive for the stock to consolidate in here. I feel more comfortable with it forming a solid base, than to continue running up. Nothing in the chart since 1/3 looks concerning to me or out of the ordinary for a stock that run up as strongly as PUMA did.

The England software deal with PHCM definitely isnt a positive deal for PUMA. PUMA does have a relationship with PHCM, but that is regarding Proxiweb and XML which I understand PUMA is focusing on pretty strongly.
Focusing on further developing the product that is.

As far as synching goes, I think you just have to look at who has the strongest relationships, and I still believe that to be PUMA. XTND did have a strong announcement with ERICY a couple weeks back. I still believe that PUMA will not start to see the giant ramp up in revs. until bluetooth has become commonplace. Products are supposed to start shipping mid to late '00. Ericcson has said that in 2001, bluetooth will explode.

If last quarter can be used as a reference, PUMA should have an outstanding Conference Call that will generate excitement once again. I love hearing them speak, they definitely have great vision.

Earnings date 2/23.

Prestone


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