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

To: darline cook who wrote (10672)	8/10/1999 8:42:00 PM
From: QuietWon	Respond to of 57584

RGA -> a good short opp, depending on extent of fall when trading resumes -- anyone see ARM Financial (ARM) last week? biz.yahoo.com Liquidity crisis, institutional calls (recalling their funding), potential runs on the bank by consumers wanting to cash in their policies ==> (1) higher lapse rates for insurers (2) premature/potentially forced selling of assets backing insurer liabilities (& this premature selling may be at capital losses, especially as current interest rates rising and recent new biz put on their books when int rates lower) A good short opp on insurers with less stable client bases, writers of fixed income annuities and variable annuities (equity indexed annuities may experience less lapsation).

To: darline cook who wrote (10672)	8/11/1999 7:26:00 PM
From: Rande Is	Read Replies (1) \| Respond to of 57584

Darline, Your article concept is good, but the writer barely scratches the surface in presenting opportunities with either the technology or the stocks that are bringing it about. In fact, most of the stocks presented were not pureplay broadbands, even though it seemed that was where he was headed. I did like this paragraph. . and thank you for sharing the article with me: For even in a broadband environment being smart about file and bandwidth use is necessary. I've seen that as the pipes get fatter the files do also (similar to how a PC application also got larger as processors got faster). The Internet is the new processor. Expect its applications and files to expand accordingly. But the next logical assumption is this: No sooner we get broadband capability, we will be pushing it to the limits and trying to get it to do full-motion video with real-time audio. . .so which companies are working to bring that to us?? And what ARE the broadband pure play leaders? The discussion of GNET seems rather self-serving and presumptuous. What does a text-based community oriented company have to do with broadband? Unless they plan on letting us SPEAK to one another and SEE each other. . .but I've heard nothing about that so far. The whole idea of broadband is to get away from 'videotext', which is now over 20 years old. I guess those that have only been around the net for 5 years or so are not tired of the current model. I have been typing words and reading words via online services for 16 years. And frankly, my service via AOL at 56k today [cable modem down today]. . is about 5 times SLOWER than when we used dedicated set-top boxes at just 1200 bps. . .with color graphics, links, etc. [virtually the same as AOL is today]. . . 16 years ago. So I am tired of this internet model. . and totally anticipating the full-motion video internet that runs alongside the interactive television. . . and is hooked into my surround sound audio. . .with my telephone and video camera hooked up. The faster we go, the more is possible. Let's focus on the companies that are gearing up to bring THAT internet about. Not just more of the same old words only faster. . . no way . . that's not broadband. . LOL. Rande Is