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

To: Rande Is who wrote (13150)	10/5/1999 4:03:00 PM
From: xcr600	Read Replies (1) \| Respond to of 57584

ot- Will they have a R rated Baywatch??? I can't wait! <eom>

To: Rande Is who wrote (13150)	10/5/1999 4:25:00 PM
From: Shroom37	Respond to of 57584

Rande Is, thanks so much, can't wait!! On another point, I ran across an article about a co. called Datacraft-Asia,(DCFT.SI), WWW.datacraft-asia.com. They are said to be the brains behind the Internet in Asia. They set up the comp. and telecom networks in Asia for companies like Citibank, Chase Manhattan,American Express,JP Morgan Stanley, The Hong Kong Stock Exchange,and Merrill Lynch. They are a 20 year old co. with 10 years of consistent growth and profits, no debt and a lot of cash. Earnings have been growing at 40% a year. Goldmaan Sachs says that Internet users in Southeast Asia will increase 40% a year for the next 5 years. Might be worth a look for LT. IMHO, S.

To: Rande Is who wrote (13150)	10/5/1999 7:49:00 PM
From: steve susko	Read Replies (1) \| Respond to of 57584

Hi Rande, Is your new website still in the work?

To: Rande Is who wrote (13150)	10/5/1999 9:07:00 PM
From: carepedeum2000	Read Replies (2) \| Respond to of 57584

rande-any thoughts on cnqr moving really good lately, announced revenue shortfall for quarter (30%) and plunged 60%, 235 clients, over $5 a share in cash, competes with ariba and commerce one in b2b solutions for e-commerce workplace, will be presenting at conference tomorrow, question is, will we 1. catch a falling knife? 2.get a dead cat bounce? 3. get a great buying opportunity when investors compare their market cap to ariba and commerce one, notice they are way cheaper and have more revenues? I am voting on number 3, would appreciate your thoughts thanks