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Strategies & Market Trends : Rande Is . . . HOME

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To: Kevin Shea who wrote (5551)4/14/1999 2:02:00 PM
From: Rande Is   of 57584
 
OMX and CHRZ. . .sleepers from Port 2 and Port 1, respectively. . .

OMX today announced portal deal with Lycos. . .they already advertise on several portals. . .they dedicated floorspace and signed exclusive deal to sell only IBM and Compaq PCs. . .no doubt for better pricing. . .they are changing their business model. . to be leaner and meaner to compete with Staples and Office Depot. This will slowly get noticed by the Street. Today's news got a tiny bit of attention. . .next one will get more. . .etc.

CHRZ is misunderstood as a Y2K software company. . .they are quite diversified, however. PE near 8. Was sitting at 10 for quite some time. I picked it at 22 or so for long 1. Past few days it has been moving up at about a buck per day and holding gains. In March, company said they were comfortable with analyst expectations. And next week they release earnings. . . Swing trade on earnings report next week. . .which I expect to surprise up, based on their history.
Sold remaining TAVA today on CNBC interview to add more CHRZ.

Rande Is
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