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


To: Rock_nj who wrote (9550)7/13/1999 9:29:00 PM
From: Rande Is  Read Replies (2) | Respond to of 57584
 
Will take a look at your plays, Rock. Market is topsy turvy . . .

MOT beat street. . . .traded down after market. . .

INTC disappointed. . . .traded up after market. . .

Forward looking carrying more weight than actual earnings. Too hard to predict current crop. . . selling earnings plays BEFORE reports. . .safer.

IPO's losing steam too. . .

An old play of ours. . .AXC. . . was gaining a bit of steam last month, but has since lost it. . . .got a new thread this week: Subject 29370

They are slowly and quietly becoming the mini-CMGI of internet video/TV. . . most deals are on the small side. . . but that's how it starts. . . .all they need now is an investment by a major and suddenly their acquisitions become larger fish. Remember Ampex sold off their tape division. . .now called Quantegy. . .so they are now mostly a holding company and they do data storage solutions.

I am working on the long process of DD for chosing next year's winners. . . .and the website. Swing play. . ."cure for the common cold" VPHM. . . .positions on OCOM and WHX. . . and watching daytraders lose big time falling for MM tricks.

Other than that. . . . .all is pretty calm on the safe side of high ield plays. . . .

At this rate, we'll all be sitting around playing cards by the end of the month.

Rande Is