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

To: Rande Is who wrote (10101)	7/27/1999 12:07:00 PM
From: Kanetsu	Read Replies (2) \| Respond to of 57584

Rande, I would be very interested to hear your thoughts on bundled service providers, voice, video, internet, etc. RCNC is one that looks good and has done well, but I can't help but think that some of the bigger names such as T, will crush these newcomers, but there is much I do not understand. The last post on the RCNC message board is very informative, please refer to that for more info. The reason I am asking is a friend is real high on GCDV, a BB trading at 8 with ties to Ascend. It was only recently worth .01 so it looks extremely risky here, but the market cap is still under 100 million. Info is hard to come by, but apparently they are for real, and are looking to provide voice, phone, video, internet and even home security in one service. I don't pretend to know much about it, so I would love to hear your thoughts if you have any. I have no position in GCDV or RCNC, I've learned to ask you first before making moves in ares I am not familiar with. You already saved me a bundle by getting me out of MWAR before it returned to the one's per your prediction. Might be time to get back in MWAR soon though, I still like the story. Thanks again for your valuable insights, if you have no opinion that is fine too. Kanetsu

To: Rande Is who wrote (10101)	7/27/1999 12:09:00 PM
From: BANCHEE	Read Replies (1) \| Respond to of 57584

ALL I hope that anyone interested in SWRX has listened to the conference call replay....1-800-645-7408 It explains a lot..the contracts that were to be signed in 2Q are large complex ones and 90% were signed in this Q(3)and the other 10% will be signed too....She said that SWRX has never had such a high level of contracts to be signed as they do now. She expects to make up that share loss by 4th Q for sure and her goal is to make it up by 3Q.. NO LOSS OF CONTRACTS....... I'm buying and holding @ this price level.... Banchee