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


To: Rande Is who wrote (14968)11/15/1999 4:51:00 PM
From: Joe Smith  Respond to of 57584
 
Another nice move in WIND. Close above 31. Major resistance at 35. Earnings on Thursday.... 14 to 21 in September on hot new CEO. 17 1/2 to 31 in November on more buzz of turnaround and easing of MSFT Win CE shadow....Steady volume about 50% above normal since 10/22.

Major infrastructure play. From Rande's LU post: "At home, your dishwasher will be able to call its manufacturer when it is malfunctioning and the manufacturer will run diagnostics remotely, he explains. "Or your lawn sprinkler could check the web site of the National Weather Service before turning itself on, to make sure the forecast doesn't call for rain."

This needs OS software and WIND is the leader. Partner with INTC on Network processor as well as Infiniband i2o initiaive. PArtner with LBRT for STB platform. Dominates Digital Imaging, partnering with HWP. Dominates auto on-board controls...No one will buy a MSFT product for anti=lock brakes...<g>