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

To: Kevin Shea who wrote (8394)	6/18/1999 10:20:00 AM
From: ynot	Read Replies (1) \| Respond to of 57584

Kevin, software is next...nextgen PC chips will ALL be configurable according to usage...surfing, CAD, WordPro, Voice, Games The software to allow the user to do this and the software that will be written for the NEW chips will ZZZZZZZZZZZZOOOOOOOOOOOOOOOOOOOM... is that dramatic enough :) lol Just a thought ynot ;)

To: Kevin Shea who wrote (8394)	6/18/1999 10:22:00 AM
From: Rande Is	Respond to of 57584

GIC sold 4 millionth set-top box to Comcast the other day. . .and has a approved the Microsoft operating system for use. . .remember that 500 mil MSFT brib. . uh, er. . .invested into A.T. and T. . .for 5 million more boxes released with Windows CE? GIC is ready to manufacture. . .and since T already is a shareholder in GIC. . . .and since it is breaking out on volume, I am increasing here. T is breaking out, too. . . as I said, I was a buyer at 55 but not 54. Others of interest include HRBC, GNET, CNET, BRCM. . .and hoping QCOM slows down some. . . The volume I discussed in Inets and other high-techs. . .never did slow down. . .remember I said watch the volume. . . look at a historical at volume for month then look at average volume in the best high-fliers since June 14. . . where we may very well have had our bottom. Indications are great, IMO. We will see some bad days, but I am betting with half to two-thirds positions. . .that the worst is over. Rande Is

To: Kevin Shea who wrote (8394)	6/18/1999 11:30:00 AM
From: Rande Is	Respond to of 57584

Been buying TERN all morning. . .love that float. Looking for pullback on GIC before increasing position. Not increasing Inets until they pull back more, which I expect to happen at some point over the next three days. However, I did increase ATHM position on the after split volume of those thinking they are getting a bargain. When TERN and GIC moves get to media, it may cause a frenzy on set-top box makers. . . especially in light of the way that PC box makers and chip makers are getting battered. If so, it could lead to a short covering rally in HAUP. . . it moves very very ver quickly. . .blink your eyes and it can be up 6 points. . .and it can fall just as fast so don't get burned. . . take profits wherever you can. . . thinking "scalp" on HAUP more than position. Rande Is