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Strategies & Market Trends : Rande Is . . . HOME

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To: Rande Is who wrote (51618)	5/22/2001 3:04:59 PM
From: Baton	Read Replies (2) of 57584

<<Liking what I am seeing/hearing in the Interactive TV markets. OPTV began their rollout with 6 million broadband set-top boxes last night. Summer is the time when set-top boxes can be deployed. I expect other companies to follow suit. . . and the software makers and programmers to heat up this summer, with each box deployed.>> Rande - I still think GMST is the best way to play interactive TV rollout. Apart from their IPG and VCR license revenue, they have some potential huge upside in their e-books and interactive TV horse race business. They have strong patents and defend them vigorously. It requires some strong stomach muscles, but is a great swing trader. I always hold 200 shares for the big pop, but trade blocks of 200-300 shares on inter-week swings. It is almost always good for 3-4 points during the week. Right now, I'm a buyer at 38-39 and a seller at 43-44. Sold 200 shares @ just under $43 at yesterday's close and looking to load up again under $40. I am expecting news soon about major new licensing partners. Baton

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