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

To: Rande Is who wrote (13756)	10/20/1999 2:52:00 PM
From: carepedeum2000	Read Replies (1) \| Respond to of 57584

rande-thanks for antc picked up at 42 1/8, good call, looks like big negative was margins which was indicated to be short term problem, whats your target on this trade? im looking for 48 minumum short term, aol and ibm will have big impact on tomorrows market, aol im thinking will be good, ibm? will they surprise on upside? cnqr is another falling knife that has stabilized and should get back on track with earnings announcement, i think they are close to a major win, announced 3 minor wins today, if they find revenue shortfall, stock has room to rocket, major competitors cmrc and arba, this one is waiting to get discovered

To: Rande Is who wrote (13756)	10/20/1999 3:08:00 PM
From: Jon Stept	Respond to of 57584

Rande- Broadband commentary... Have you noticed that Broadband in general has begun to lose favor... 2nd tier internets in this sector are getting hit, ADSL not moving much... the broadband story is losing it's shine it appears. Those digtial music players that were supposed don't look like they will be coming by X-Mas from the progress the SDMI is making. I was expecting this story to amplify beginning about now... bummer. ANTC does not help either. Just my opinion. Jon :)