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

To: Kevin Shea who wrote (10735)	8/12/1999 2:49:00 PM
From: ALTERN8	Respond to of 57584

More free internet access: news.com

To: Kevin Shea who wrote (10735)	8/12/1999 6:41:00 PM
From: American Spirit	Read Replies (1) \| Respond to of 57584

Computer service firms - I don't pretend to know everything about these companies but have been following them pretty closely for 2 years. PSFT has great support at 13 and is sitting at 13 3/8. Great new ad campaign re-defining themselves as e-commerce providers. Was recently at 17 and could return there fast. CHRZ is at 12 1/2 and that's very cheap. Has been beaten-down for a long time at PE 8-9. Has excellent earnings and should move quickly now that KEA has made the first move (+2 points today) as usual. And don't forget KEA warned recently. You might also consider MAST and IMRS but PSFT and CHRZ seem like the best turnaround values to me. As for T, it's getting a lot of negative perception on it now but at PE 20 and at its lowest price in a long time it looks juicy for a longer term investment (not trade). AT-HOME will soon be available here in LA. It should spread like wildfire. ATT owns the pipe. AOL's only hope is in the courts. Any compromise is a probably a longterm victory for ATT. They may have paid a lot but now control the future of the net/entertainment symbiosis paradigm. If you want into homes you'll have to cut a deal with T first. Simple as that. T also pays a dividend. Barrons story might have provided a valuable buying opportunity for longterm investors. T down 18% from recent high. That's not glacial movement, that's 12 points in three weeks. It could also move back up that fast. Selling at an eight-month low now. Still 13 strong buys and 9 buys out there on it. If you can pick the bottom here (can't be much lower) it's a safe place to put your money and a longterm bonanza unless their plan gets screwed up in the court system somehow. But right now ATT needs to brings its stock price up or pay more for their cable acquisitions. They must find a way to move it up over 3 points and yhold it there. You can be sure they're working on a way to impress the market now. As for nets, good movement today. MSGP looks cheap to me. My problem with nets is they don't yet make profits so in a nervous market they tend to get punished. Good trading vehicles, but unless you have an iron stomach not good buy 'em and forget 'em stocks unless you get in very low like you could have last week. Instead I like net infrastructure companies which leads us back to software solutions, a very undervalued sector for the most part. However is e-commerce stocks are cheap in October I'll buy for the Xmas season.