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

To: Steven Finkel who wrote (11621)	9/3/1999 12:51:00 PM
From: Rande Is	Read Replies (1) \| Respond to of 57584

Remember our Outpacers watch board. . . look at the number of stocks up more than 4 percent. These boards must be accessed from the old SI . . .which can be found through a link near the bottom of the new home page. . . then a re-entering of login info. . . and voila . . classic SI. . . Once you are on the old SI, you can come back to this link and it should work. Here they are from the two big days in August that seemed to predict future moves: techstocks.com techstocks.com Likewise, our Long port [heavy in Inuts] is up 3.47%. . .but have more that are outpacing on a percentage basis. . . techstocks.com I will have to make some changes in our portfolios this week to reflect our change in market outlook. . . specifically taking the April Alternative money and folding it back into a September alternative portfolio. . .which will be called Long Portfolio 1.2. techstocks.com . . . .still up 222 percent from the original $1381.00 from December 9, 1998. Rande Is

To: Steven Finkel who wrote (11621)	9/3/1999 3:05:00 PM
From: BANCHEE	Respond to of 57584

Steve Surprise NDB ...warnning of a loss ... Down 5 +... Not buying yet... BYND,,,buying...Off low of 15 and down from 19+ Banchee Beyond buoyed on Pentagon contract By Mike Tarsala, CBS MarketWatch Last Update: 5:59 PM ET Sep 2, 1999 Software Report Silicon Stocks SUNNYVALE, Calif. (CBS.MW) -- Shares of Beyond.com rose more than 10 percent during Thursday trading, before forfeiting most of that gain, after the online retailer of software won a Department of Defense contract valued at an estimated $30 million over three years. The main branches of the military will be able to download Corel Corp.'s (CORL: news, msgs) software through Beyond.com's (BYND: news, msgs) site. In addition to software sales, Beyond.com will get revenue stemming from maintenance and technical support of the software. Shares of Beyond.com ended the day up 7/16 at 17 1/8 after trading as high as 19 7/8. (See chart below for a look at the stock's intraday activity.) "The government is nothing more than the largest of corporate enterprises, and it's endorsing digital downloading," said Mark Breier, chief executive of Beyond.com, in an interview. Beyond.com now has contracts to sell software to six government agencies, including the U.S. Patent and Trade Office. Beyond.com inked a $120 million multiyear deal -- the company's largest -- in June, to supply the Internal Revenue Service with Microsoft software. "These government contracts get the software publishers very excited," Breier said. Beyond.com, based in Sunnyvale, Calif., derives about 20 percent of its total revenue from government contracts, according to Breier. Prior to the company's public offering in June 1998, Beyond.com got a third of its revenue from the government. Since then, the company has found more sources of corporate revenue. In the company's second quarter, ended June 30, it reported a diluted net loss per share of 62 cents, compared with 23 cents in the year-earlier quarter. Revenue for the second quarter of 1999 was $26.3 million, up 247 percent, compared with $7.6 million in the second quarter a year ago. Analysts expected a loss of 74 cents in Beyond.com's September and December quarters, according to First Call. Breier said Beyond plans a "big boost" in its advertising budget in the fourth quarter. In the third quarter, it is expected to spend about $24 million for advertising, according to an estimate by Credit Suisse First Boston.