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

To: Kevin Shea who wrote (8752)	6/28/1999 1:45:00 PM
From: Trumptown	Read Replies (1) \| Respond to of 57584

I'm usually early...but, on Friday I thought $50 looked like a bottom on ATHM...still early though... How does IDTC look to you? SR

To: Kevin Shea who wrote (8752)	6/28/1999 2:02:00 PM
From: Rande Is	Respond to of 57584

Yes, they are knocking at the door. . . one more day where all internets are down hard, and we could see another near-term bottom, IMO. Looking HLTH, which is down harder on news of MSFT taking some profits off their investment...can't blame them. Watching CMGI, CNET, GNET, too. Interesting move today in DIS. . . I wonder if DIS/SEEK will start getting some added attention this time around. . . .DIS has been acting like a dog of late. . . Goofy perhaps. But I still see enormous broadband potential in this issue. . .especially with ABC, ESPN, SEEK and whomever else tagging along. Set-top boxes still strong. . .MIPS still strong, too. And WMT has shown strength . . HOW MANY days in a row? I wonder if they are now close to making their internet initiative announcement. That would be big news. Rande Is