But think about this. Suppose your telephone service shut down. How long would your family stand for it? Not long.

Would you notice if all the cable television lines were cut? Of course you would. Would businesses complain if they could no longer send faxes, hold conference calls, take orders or send emails? How about if stores and restaurants suddenly lost the ability to run your credit card through that little machine that calls the bank network to get instant approval?

I'm not telling you this is what will happen. Quite the opposite.

The digital infrastructure is firmly in place. We depend on it. Every day of our lives. Why? Simple.

Once you build an economy and a way of life on top of a framework, you can't remove the framework. Or it all comes crashing down. Nobody wants that to happen. Nobody is going to let it happen, either. Yet, the higher you build the economy, the more important that framework... that foundation... becomes.

In today's digitally charged economy, the communications infrastructure is that framework. Not just now. But for the entire economic boom to come. Without question.

No matter what happens in the trading houses, you can bet on this trend.

At the start of the last century, massive factories and rising skyscrapers that seemed to defy the laws of physics set the new world apart from the old.

In the coming years, data lines will substitute for steel beams and girders. The miles of coded wires, fibers and ever-faster banks of semiconductors take the place of the trains, ships and warehouses that moved and stored products in the past.

And network hubs, chips, and routers do the work of rivets by holding it all together. In a word: INFRASTRUCTURE.

Telecom terms like DSL... satellite access... third-generation cellular... hybrid fiber/coaxial cable modem systems may not sound sexy.

Same goes for packet-switched fiber optic networks... digital-circuit switched networks... and Internet telephony...

But sexy or not... complex or not... knowing your infrastructure opportunities will make the difference between winning and losing in the months ahead.

Somebody has to keep it straight!

James Passin — who's been a leading analyst and stock picker with my team for the last 7 years — predicts you'll make the most money in wireless telecom by investing in a network optimization company that does exactly that.

They sort out signals in networks.

James sat down with the company's CFO in January of 2000.

This isn't some venture capitalist's roll of the dice, he told our subscribers. It's not a random startup.

Instead, it's a spinoff from a world-class player in high speed telecommunications. You only have to look to the parent company to see the immediate value. The parent has over US$1.1 billion in sales. They have a massive sales and distribution force. And their managers have decades worth of experience.

In just the first quarter of 2000, their little spinoff posted a 55% gross profit margin. What's more, they've got a 5-year estimated growth rate of 40%!

Compare this company's US$300 million market cap to everything else in this sector, and you'd still get in on these shares at a 70% discount to the market!

James calls this stock a "pure play on telecom network optimization and a Strong Buy with a twelve to eighteen month money-doubling target. That's my conservative bet."

I can only tell you this.

Taipan subscribers have already tucked away 127% profits this past year on James's DSL hardware recommendation. And he's helped our subscribers make a very impressive amount of money many times in the past. And they'll continue to make more. For instance, right now we're bullish on another technology with a complicated name.

It's called DRAM.

DRAM is short for Dynamic Random Access Memory. It was hot until a shakeout in 1998.

Now it's in recovery. In fact, DRAM investments could give you five-fold profits. If you follow Taipan's advice on how to play DRAM stocks without paying too much or exposing yourself to regular fluctuations in computer chip prices.

It's not as hard as it sounds.

We're especially targeting a company that's mastered CVD — or "chemical vapor depositions" — the thin film that goes on semiconductor chips... This company's specialty is the use of tungsten nitride, which works especially well on the smaller and smallest chips.

As of this writing, you could still buy shares for just US$3. But as this company's gross revenues creep upward toward US$50 million, don't expect that opportunity to last long. You'll have to jump in soon.

Here's the news that will shock buyers of last year's profitless IPOs — Media 100 already makes a profit on their business. That's not something you would have heard from most media companies last year. But thanks to a 150% growth rate projected for the streaming media industry... Media 100's bottom line is destined to grow even larger.

Chris projects US$77 million in revenues for Media 100 over the next year. And he puts the target price for the company's stock at 130% higher than what you can buy this company for right now!

Here's another hot performer that will give a charge to your portfolio — literally. You'll want to own the company that has created advanced lithium polymer batteries for cell phones and satellite companies. They've just taken their first purchase order from a major satellite cellular service. So it's still early in the game. But this company's batteries are custom-designed technology for the new wave of wireless Internet devices.

My team had already told readers about a little company called Silicon Graphics.

You've heard of it by now. Well, our subscribers made 40%... long before it was time to bail on the stock.

Today, we're looking at even more exciting stories in digital video. Digital filming technology and sound... digital effects innovators... and the digital film distribution technology that could eventually save Hollywood studios as much as US$500 million a year.

You should also watch the companies that will break new ground in privacy protection and computer security.

Our own Taipan readers recently made a quick 53% profit — US$5,300 for every US$10,000 invested — in a biometrics company called Printrak.

Biometrics is what scientists call the technology of personal data collection. Fingerprints... voice patterns... face maps... even eye scans, genetic code samples and specific body odor.

You name it and it's coming. Especially with the way security breaches and digital foul play are on the rise. And you can be there to profit... if you let Taipan help.

You'll also want to be there with us to profit from the debut of "moletronics."

Researchers at Hewlett-Packard and UCLA just developed a prototype computer chip that's not silicon... but based on a tiny rotaxane molecule.

This new development means you could have a computer in your house within 3 years that will run at speeds up to 100 billion times faster than any PC you might have sitting on your desk today!

In fact, by 2003, a molecular computer in development right now could give you as much processing power as all the transistors in all the computers in the world. Ever built. I'm not making this up.

Your possibilities for new profits are endless

One company we're watching — Nextlink — has just acquired exclusive rights to a 16,000 mile, high-speed fiber optic backbone network connecting more than 50 U.S. and Canadian cities.

But they've also tapped into the future with something called local multi-point distribution service.

This means Internet connections more powerful than the fastest service you can buy (the T-1 line)... but via antenna. Imagine the possibilities!

We're also watching Denver-based Formus Communications.

As you read this, Formus is using LMDS — or fixed wireless Internet — to get more of Europe online. Think back to some of the investing opportunities you had in 1995: Qualcomm, Cisco, etc.... The fact that Europe is years behind the U.S. in Internet technology is actually to your advantage. As they race to catch up... you can invest using the familiar patterns that played out successfully in the U.S.

But even better, you can make more money by spotting the newer technologies Europe will use.

And then we'll plunder the upgrade opportunities as they migrate back over the ocean to the U.S.! It's a nearly limitless cycle!

This will mean, among other things, that you could make breakthrough profits in things like "moletronic" precursor technology...

You can read all about it in monthly issues of Taipan. It's the far reach that gives you a cutting edge with your investments.

Contacts with the pharmaceuticals, industrials, shipping and transportation companies... breaking profit news on foreign exchanges and in top levels of government... in fact, in just about every industry and closed-door strategy session that could impact your investments.

But what you'll learn from our network is news you won't find elsewhere. It's not always the popular opinion either. We don't pull punches. We don't toe any party lines. And we don't believe in being politically correct! As far as we're concerned, we believe that's the only way to guarantee that our subscribers make money... a lot of money... with their investments.

With my best wishes for a wonderful holiday season and a profitable New Year in 2001,

J. Christoph Amberger

Publisher, Taipan

November 2000

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