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Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?

To: Rande Is who wrote (8061)	6/7/1999 3:06:00 PM
From: taffard	Read Replies (1) \| Respond to of 57584

fncm might fit into that catagory formally fnhc

To: Rande Is who wrote (8061)	6/7/1999 3:36:00 PM
From: Rande Is	Read Replies (1) \| Respond to of 57584

More on momos. . . Bought SIEB here at 25 for manic week on low volume. . . Bought JBOH at 12 for same. . . both low floaters Looking for more. Do not confuse a move in the heavily shorted internets as a move in the worthy best internets. . . look carefully at today's activity for a view into the rest of this week's activity. With this strength in ATHM near the close. . .I am holding after all. . . it was called to 260 by one of the Wall Street barneys today. Now up 10 points from our buy on Friday. . . HELLO???? Rande Is

To: Rande Is who wrote (8061)	6/7/1999 3:59:00 PM
From: Trumptown	Read Replies (2) \| Respond to of 57584

Shedding a little light on IDTC... IDTC recently 'upgraded'...more expected rev growth in last report was significant conference this week with analysts you are right...big short position SR

To: Rande Is who wrote (8061)	6/7/1999 4:20:00 PM
From: Trumptown	Respond to of 57584

One more note on IDTC (from another board...facts look accurate): " All of the following info is based off of the latest three months IDTC 191 million in revenue, 2 million profit, market cap 450 million QWST 900 million in rev, profits of 5 million, market cap of 30 BILLION LVLT 100 million in rev, loss of 60 million, market cap of 27 BILION PSIX (similar company) 100 million in rev, loss of 60 million, market cap 2.6 BILLION IDTC is without question the most undervalued emerging telecom company. Notice it and QWST are the only ones who are profitable. Look closer and compare the profit margins between the two and you will see that IDTC's are twice as good. If you priced the two based on a PE multiple, IDTC's current stock price would be 600. Notice Level 3 and PSIX...both have half the revenue and are losing millions. Level 3's market cap is unreal...IDTC is grossly undervalued." SR

To: Rande Is who wrote (8061)	6/7/1999 11:24:00 PM
From: xcr600	Respond to of 57584

Quick correction- NAVR has a large float. Probably even higher than the 11mln listed on Yahoo. Been real busy with work, so have let stocks slip. Looks like some good buys were abound last week. Strength forward or more downside? (Edit: Never mind, read your following posts.) One last thought. What about DIS as a play on DVD? One would expect them to move all their titles to DVD at some point, and have phenomenal sales. I don't have kids, but my friends that do all seem to have at least 5 or 6 DIS videos. x