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Strategies & Market Trends : Working All Day, But Trading Behind the Bosses Back Thread

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To: Mark[ox5] who wrote ()1/19/1999 12:42:00 AM
From: Mark[ox5]  Read Replies (1) of 779
 
For Tuesday:

Internet sector:
*Watching NAVR for news of upcoming IPO
*Might be entering YHOO Feb options soon to play the split
*Loving BCRM, might buy around 130 level
*Loving RNWK, tiny float, great product, alliance with ATHM -- thinking of buying if it stays below $60 tommorow.

*Thinking about AWRE... might be a big dark horse in the internet sector.

Others:
*Watching MFNX closely, it might go into the "long term portfolio" (over 3 months!)

*Hearing a lot of the wireless cellular smaller players getting bought up by traders, to take advantage of the AirTouch deal and bidding war. Some such as NXTL might be the next candidates. Worldcom needs to buy one of these... question is which one.

--------------------
Currently own LCOS Feb CALL options for their value in relation to YHOO and their sympathy play to YHOO's rise on split announcement.
One of my favorite stocks for its "value" and for takeover candidate within next 2 years....

Own CMGI because its a steal here at its 10 day moving average as long as the internet market holds up.

Mostly cash right now as looking for direction in market... think Tuesday will be up because the traders will be restless and want to get back in making profits... Thursday and Friday of this week will be more telling.

Good luck if anyone is reading ;)
Mark
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