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Politics : Idea Of The Day -- Ignore unavailable to you. Want to Upgrade?

To: IQBAL LATIF who wrote (27341)	7/1/1999 3:26:00 AM
From: thebeach	Read Replies (4) \| Respond to of 50167

A good morning Ike from Canada.I hope you and your family are well. Do you like NXTL to run some more? ALSo could you comment on COMS and CS?Thanks.

To: IQBAL LATIF who wrote (27341)	7/1/1999 3:45:00 AM
From: IQBAL LATIF	Respond to of 50167

Pundits favourites....stocks to look at.. One pundit is worried on DOW at 10900, this was 30th June.. <<My belief is that the 10,900 area will again turn back the DJIA as it has 4 times since the 5/13/99 high at DJIA 11,150. However, we have now gone a full 6 weeks since the top and the stage is beginning to set itself up for a more important and significant move. I can't yet read which way we will come out of this. >> DRUG industry: Clinton's plan offers few surprises, we would continue to focus on drug stocks with low valuations and several catalyst, our top 3 picks: MRK,WLA,LLY reit buy DCLK reit strong buy, target $120, expanding the global footprint HAMBRECHT & QUIST CMGI reit buy, acquires Alta Vista business from CPQ, deal does not require shareholder approval, to close in 30-60 days MOT reit buy, focus list, selling its profitable but non-strategic antenna-site business to focus on value added products in high growth markets, IRID deadline at hand TIF reit buy, raised '00 estimate $3.00 to $3.06, and '01 estimate $3.50 to $3.60 on strong sales, raised target $115 to $120 MSPG reit strong buy, well positioned for a business combination CNC reit strong buy, quarter ending capital structure maneuver GREEN STREET PARTNERS L.P. <<My belief is that the 10,900 area will again turn back the DJIA as it has 4 times since the 5/13/99 high at DJIA 11,150. However, we have now gone a full 6 weeks since the top and the stage is beginning to set itself up for a more important and significant move. I can't yet read which way we will come out of this. I am aware that the internet sector has short term bottomed and that CSCO and WCOM are the 2 new leaders in the mega-OTC arena (replacing DELL and MSFT) and remain within a hair of all time highs. I can see CSCO at $70 and WCOM at $100 near term and that would help the Nasdaq 100 greatly. So, I'm waiting for a few more pieces to fall into place to try and gauge the next significant near term move. >>