Cents and Sensibility - Kimberly and Friends' Consortium Message Board

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Strategies & Market Trends : Cents and Sensibility - Kimberly and Friends' Consortium

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To: stan s. who wrote (65242)	1/23/2000 8:46:00 PM
From: jlivea	of 108040

Trader John/J's views about XPDR thelion.com With the exception of JDS Uniphase (JDSU) and E-tek Dynamics (ETEK), optical components makers once again climbed on Friday. Movers of note include; II-VI Corp (IIVI), APA Optics (APAT), and Precision Optics (POCI). The euphoria is now spreading to optical instrumentation, optical coatings, and fiber optic testing equipment. In the latter group we prefer AMEX-traded Blonder Tongue Laboratories (BDR). In addition to fiber optic test equipment the company offers high speed wireless access through its direcPC subsidiary. The stock trades at $7 1/4 with a market capitalization of roughly $50 million US. Business-to-business (B2B) stocks propelled higher on the news of Microsoft Corp's (MSFT) $100 million dollar investment in vertical integration and e-commerce concern VerticalNet (VERT). The stock gained 58 1/2 points to $252 1/16 on volume of 4.9 million shares. Ariba (ARBA), Commerce One (CMRC), and Chemdex (CMDX) were also higher. Other momentum plays include powerhouse consulting firms Sapient (SAPE), Viant (VIAN), and Proxicom (PXCM). In the same group we continue to favor Xpedior (XPDR). Friday's strong close may signal the end of fund distribution. However, we believe Xpedior (XPDR) is best traded with a buy and hold strategy. Other B2B companies to watch include catalog procuremet/software firms ASD Inc (ASDS) and Smith-Gardner Corp (SGAI). Also attractive at current levels is Broadvision (BVSN) rival Calico Commerce (CLIC), whose major customers include Gateway and Dell Computer. The company sells through a direct sales force and partnerships with IBM and Silknet Software

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