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Strategies & Market Trends : Rande Is . . . HOME

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To: BANCHEE who wrote (33409)	8/31/2000 10:52:35 AM
From: Rande Is	Read Replies (2) of 57584

. . . .Quiet Period Plays. . . . 9/02 ACPW APTI AOLA MNDO PMTR TSYS MDCO 9/03 AGIX CHPC HPOW MCDT MCEL PHST RDVW RPTR TVIA 9/04 ESPR EVLV LSBC OEH RTIX VINA Another coming out of QP next week that should get some upgrades is Equinix EQIX. I very much like their business model. . . bringing their servers closer to the phone company hubs. . .means fewer hops, less equipment, less cost. . . they are then cloning this idea around the country. Impressive. Released around 13. . .today in the 15s. . . HPOW is a fuel cell that is coming out of QP next week. . .getting some momentum today. . .not crazy about the company, since I can't figure out their business model. . .but near-term momentum can't be ignored during Holidility, IMO. Rande Is

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