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Strategies & Market Trends : Rande Is . . . HOME

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To: Rande Is who wrote (19943)	2/4/2000 3:42:00 PM
From: Joe Smith	Read Replies (2) of 57584

Noticed that Public Portfolios now seem to work... WIND seems to be moving in $30-38 range. Looks kind of boring. Just shadowing NASDAQ, however, I think this may be a good earnings play. Earnings later in month. If they are good it will seal the turnaround story. Should also see announcement of finalization of merger. Once the merger is complete, this will no longer be a small cap. I am looking for new highs within 3 weeks. This thread seems to ignore the software behind the internet appliances and the internet infrastructure, i.e. LBRT, WIND, SPYG, RSYS. WIND, RSYS and SPYG have good history of positve earnings. We all know from MSFT that software is a good business. Much less investment tham hardware, less uncertainty too. Makes for much better margins. Many of the deals for these companies involve run-time revenues, in other words royalties!!!

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