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

To: M. Walton who wrote (14716)	11/11/1999 10:49:00 AM
From: JLS	Respond to of 57584

Market's taking notice of LSI's new broadband focus, up 6 in two days. Should we add LSI to list of broadbands? Julie

To: M. Walton who wrote (14716)	11/12/1999 11:58:00 PM
From: American Spirit	Respond to of 57584

Thanks for the mention about me and UIS. yes I've plugged it a lot but only because I'm sure it's safe with a great upside. Down 50% from just a couple of months ago. PE 13-14. And why? Bogus "shareholder" lawsuits, "slow quarter" on Y2K concerns (the same as every computer or software company in the world) but punished into the toilet. Look at the chart. Tell me that's not a lot of potential upside. SO I loaded up 21-24 and am just going to hold and wait and keep reminding anyone who's turning bearish that there are still a few great buys here and that UIS has nowhere to go but UP (unless Y2K really does destroy the world). -- Y2K fears are one of the best ways to get bargains. All the former Y2K fix-it companies were very cheap a month ago. Some like IMRS are only part-way back to where they belong. IBM, MSFT both mentioned Y2K as slowing things down. Computers stocks (everyone's waiting to buy a new one in january, I might buy two) etc. etc. And IT and ERP companies are mostly great buys now. I just picked up PSFT today. Their commercials are just like ORACLE's old ones and look what happened there. Turnaround plays like UIS, COMS, CPQ, PSFT, IMRS are great ways of making money. Sure you have to be patient sometimes but I learned my lesson when I sold ORCL at $24. That is to be patient. UIS IMHO will do a 50% rebound by early 2000. Not a bad return. As a bonus many of these undervalued firms also become takeover targets.