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Strategies & Market Trends : LastShadow's Position Trading -- Ignore unavailable to you. Want to Upgrade?

To: Jeffrey Lee who wrote (23412)	10/14/1999 1:32:00 PM
From: AlienTech	Read Replies (1) \| Respond to of 43080

YOUR INDIVIDUAL INVESTOR DIVIDEND Wednesday, October 13, 1999 www.individualinvestor.com ***************** Sponsored by Onvia.com ******************** Onvia.com, the #1 online resource center for entrepreneurs, is offering a chance to win a Compaq Aero 8000 Handheld PC -- a Windows CE portable. Enter and get a fully-paid 2 year subscription to Fast Company magazine. Work. Wisely. (tm) onvia.com ************************************************************* S T O C K O F T H E D A Y: Accrue Software Senior analyst Garrett Bekker likes Accrue Software's business of tracking Web usage for advertisers. individualinvestor.com E Y E O N T H E T A P E OPENING BELL-FLASH: Yikes! Tech Selloff Intel, Yahoo, Motorola, AOL, SAP, Dell, Sun, Amazon.com are all trading down early this morning. individualinvestor.com SHARES OF ABERCROMBIE PLUNGE As Senior Analyst Chris Bulkey notes, investors will keep a close eye on the upcoming November 9 earnings release. individualinvestor.com TAUB TALK: Overlooked Net Stocks that Could Double Editor Steve Taub identifies a number of smaller Net stocks that Lehman expects will surprise investors. individualinvestor.com PAUL ALLEN?S BROADBAND BET Eliot Walsh explains why High Speed Access is the hinterland?s answer to Excite@Home. individualinvestor.com THE CHART GEEK: AT&T?s Brave New Course Steve Smith explains why AT&T's chart is looking up. individualinvestor.com MOTOROLA BEATS ESTIMATES, BUT NOT BY AS MUCH AS EXPECTED Look for more guidance after the Wednesday morning conference call. individualinvestor.com TAUB TALK: Will ETrade Miss Estimates? Heavy insider selling preceded Knight-Trimark's earnings warning. Editor Steve Taub says there is also heavy selling at ETrade, which reports on Wednesday. individualinvestor.com VISX EYES STRONG EARNINGS REPORT ON WEDNESDAY Craig Schneider explains why he sees Visx topping third quarter estimates when it announces results Wednesday. individualinvestor.com I N V E S T O R U N I V E R S I T Y: What are Level Two prices? individualinvestor.com M E S S A G E B O A R D B U Z Z On Rite Aid's Board: Rite Aid fell yesterday after reporting an expected loss of $0.26 per diluted share. rv527 says sellers who ""follow supposed experts and ignore their own judgement"" are on drugs. He's buying more. individualinvestor.com DELL: individualinvestor.com NITE: individualinvestor.com Microcap Journal: individualinvestor.com INDI: individualinvestor.com INTC: individualinvestor.com CDNW: individualinvestor.com Net Stocks: individualinvestor.com ELOT: individualinvestor.com Magic 25: individualinvestor.com MOT: individualinvestor.com ***************** Sponsored by Onvia.com ******************** Onvia.com, the #1 online resource center for entrepreneurs, is offering a chance to win a Compaq Aero 8000 Handheld PC -- a Windows CE portable. Enter and get a fully-paid 2 year subscription to Fast Company magazine. Work. Wisely. (tm) onvia.com ************************************************************* "There is always an easy solution to every human problem -- neat, plausible, and wrong." -- H.L. Mencken Apple Beats Lowered Expectations Backlog of 250,000 new iMacs and 300,000 iBooks ripens outlook. By Richard McCaffery Strong sales of Apple's (Nasdaq: AAPL) colorful iMac computers and newly introduced iBook portables powered Apple to a better fiscal fourth quarter than expected after an earnings warning three weeks ago. The company that introduced the world to the personal computer two decades ago reported earnings (minus nonrecurring items) of $0.51 per diluted share on net income of $90 million, and sales of $1.3 billion. Analysts polled by First Call/Thomson expected earnings of $0.45. Including nonrecurring items the company posted earnings of $0.63 per diluted share on profits of $111 million. But even with the extra juice from an after-tax gain, Apple's fiscal fourth quarter earnings fell short of last year's mark of $0.68 per diluted share. The company said the outlook for a strong fiscal first quarter, however, is very good. Apple, a stock that has more than doubled this year, first warned of the earnings shortfall September 20 when it reported that Motorola (NYSE: MOT), the manufacturer of the G4 processor chip that fuels the Power Mac G4 computer, couldn't deliver enough chips to supply demand. Motorola countered that it had kept Apple informed of supply chip status all along. Why rehash all this? Apple has reconfigured processor speeds in the Power Mac to match demand with chip supply, and announced that IBM (NYSE: IBM) will be manufacturing G4 processor chips in the first half of next year. Problem solved. With a backlog of over $700 million, things look swell for Apple. And check out the company's full-year performance: Apple reported sales of $6.1 billion and income of $601 million, or $3.61 per diluted share, dusting last year's results and analyst estimates of $2.52 for this year. This represents annual growth of about 72% -- for a stock with a price-to-earnings ratio of 17.7. News to Go Priceline.com (Nasdaq: PCLN) is suing Microsoft (Nasdaq: MSFT) and subsidiary Expedia.com for patent infringement in U.S. District Court. Officials from the name-your-own-price company claim Expedia's name-your-own-price for hotel rooms service violates its intellectual property. Laser vision correction technology company VISX (Nasdaq: VISX) reported Q3 net income of $24.7 million, or $0.36 per share, compared to $14.7 million and $0.22 per share a year ago. Earnings topped analyst estimates by $0.02 per share. Medical supply, electronic security, and diversified industrial company Tyco International (NYSE: TYC) denied a report that its earnings are inflated and said it expects to exceed fiscal fourth quarter earnings estimates, which will be reported next week. More Foolishness SLM Holding leaves investors cold... fool.com Fools duel over GM... fool.com Jeff Fischer likes what he sees from Intel... fool.com Bill Mann ponders the big bank mergers. fool.com -- News & Commentary fool.com -- Fool Community boards.fool.com -- Post of the Day fool.com -- Latest Fribble fool.com Let us know what you think of this feature. Send all comments and Suggestions (including Foolish quotes) to the Breakfast Fools. Fool On, Brian Graney (tmfpanic@aol.com, TMF Panic), Writer Jennifer Silber (tmfamused@aol.com, TMF Amused), Editor S T O C K O F T H E D A Y: Main Street & Main Glenn Curtis explains why this franchisee of TGI Fridays could be taken over soon. individualinvestor.com E Y E O N T H E T A P E MGM: HOW TO MAKE AN EASY 10% To participate in its rights offering, you must become a shareholder by the close of trading on Friday, says Adam Lowensteiner. individualinvestor.com CANDIES RESUMES TRADING ON THURSDAY Now is your chance to sell. individualinvestor.com ABERCROMBIE & FITCH ADDRESSES RUMORS Same-store sales of 12% in the quarter indicate that the stock has slipped off of the fast-growth track. But Sr. Analyst Chris Bulkey sees catalysts for a rebound in the coming months. individualinvestor.com TAUB TALK: OVERLOOKED NET STOCKS THAT COULD DOUBLE Editor Steve Taub identifies a number of smaller Net stocks that Lehman expects will surprise investors. individualinvestor.com AMERICAN HOME PRODUCTS: HOME FREE AT LAST! Senior analyst Chris Bulkey explains why shares of the drug-maker are poised to rise. individualinvestor.com NEON SYSTEMS: STOP PANICKING AND BUY THE STOCK Senior analyst Garrett Bekker explains why shares of the integration software maker have been unfairly punished. individualinvestor.com PAUL ALLEN?S BROADBAND BET Eliot Walsh explains why High Speed Access is the hinterland?s answer to Excite@Home. individualinvestor.com THE WORLD TOMMOROW: 360x360 Images Staff writer Eliot Walsh says Interactive Pictures offers a viewing experience that powerfully surpasses that of a plain old digital photograph. individualinvestor.com M U T U A L F U N D S FUNDS STILL LIKE TELECOM SUPPLIERS Len Hollie explains how fund managers are playing the coming broadband boom. individualinvestor.com BILL GROSS: THE PETER LYNCH OF BONDS individualinvestor.com B O A R D B U Z Z LUNCH BYTES: Q&A with a Message Board Star! Meet tilefish: Seafood connoisseur. Disney-phile. Talk-show-host wannabe. Track our favorite message board mavericks in a razzamatazz interview, Wednesdays at noon. individualinvestor.com On Abercrombie's Board: ANF is losing its shirt! Anybody buying at sale prices? individualinvestor.com DELL: individualinvestor.com NITE: individualinvestor.com ANF: individualinvestor.com INDI: individualinvestor.com Microcap Journal: individualinvestor.com INTC: individualinvestor.com RAD: individualinvestor.com MOT: individualinvestor.com Bull Session: individualinvestor.com CDNW: individualinvestor.com