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| Epoch Direct |
Seismic Shift
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 Senior analyst Mark Verbeck reports after the recent JavaOne conference in San Francisco that the Java 2 Enterprise Edition has all the earmarks of an industry standard.
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| Bandwidth Drivers |
Communication Services Models Now "Lighter"
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In his newsletter, "Bandwidth Drivers," analyst Mark Langner looks at the evolution of businesses offering outsourced solutions.
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Internet Euphorius:
A Rare Species Indeed
 Benchmark Capital general partner Bill Gurley spoke at Epoch Partners' New Era Private Company Conference about our emergence from dot-com mania and the end of Internet Euphorius.
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Epoch MultiMedia Center
Special video reports give you board-room access to CEOs, venture capitalists and Epoch's own analysts.
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On Deadline
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 TheStreet.com's formula was built on the principle of action-oriented information -- "news you can trade." The formula is perfect for the "twitch generation" of traders and investors who came to the markets in the late 1990s.
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-- Don Luskin
CEO of MetaMarkets.com |
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JDS Uniphase Lowers Forecasts
Mirroring Nortel's woes in carrier spending and overall economic weakness, JDS announced an inventory write-down and cut estimates. We still think it's a long-run winner.
06/15/01
UTStarcom Popularity Grows in China
More than 1.5 million have subscribed to UTStarcom's wireless access system in China -- a 50% leap over last quarter. We recommend aggressive buying of UTSI shares around $19.
06/11/01
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Loudcloud Adapts
Loudcloud met our 1Q expectations, cut guidance, and outlined saving measures. We think it will outlast the tough environment and continue to meet the market's changing needs.
06/12/01
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 f the relational database market were a Wild West settlement, Oracle would be a land baron, proprietor of the general store and maybe even the town card shark.
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Latest Analyst Notes
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AT&T Wireless Leaves the Nest
AT&T Wireless is moving out of Ma Bell's house and striking out on its own. We see long-term upside in AWE stock but near-term volatility -- which could present multiple opportunites for investors.
Research In Motion: The Real-Time Push
Research In Motion's handheld devices -- long a businessman's best friend -- are about to burst into the mainstream bringing wireless messaging to the masses and at current prices, we recommend buying RIMM shares.
Global Crossing: Lacing the World with Light
Global Crossing is on the verge of completing its planet-spanning high-speed data network and is wooing Global 1000 customers with its suite of services. We think GX shares are underpriced at current levels.
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