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Strategies & Market Trends : Cents and Sensibility - Kimberly and Friends' Consortium -- Ignore unavailable to you. Want to Upgrade?

To: stan s. who wrote (28646)	11/16/1999 3:12:00 PM
From: Bryan	Respond to of 108040

Hi Stan, I'm still in CLST, as it has not given any indication that I should bail. I have been doing some research on a company called ART [Advanced Radio Telecom] Nasdaq: ARTT artelecom.com Take a look when you have a chance. There is some serious potential here, IMO. Advanced Radio Telecom Corp. headquartered in Bellevue, Wash., is a provider of local Internet access services at speeds up to 100Mbps. ART currently owns and operates broadband wireless metropolitan area networks in San Jose, Calif., Seattle, Portland, Ore., and Phoenix with plans to expand to 40 of the top 50 U.S. markets in the next few years. Qwest Communications International Inc. is ART's strategic partner with Qwest Private Line, ART Broadband Services, co-marketing and co-location agreements. ART investors include Qwest and a number of high tech investment funds including Oak Investment Partners, MeriTech Capital Partners, Accel Partners, Brentwood Venture Capital, Worldview Technology Partners, Columbia Capital, Advent International, GE Equity, KPN, Sonera, Bessemer Venture Capital, and Adams Capital Management. ART has a nationwide footprint of 38GHz spectrum licenses in the United States, and owns 26GHz and/or 38GHz spectrum licenses in the United Kingdom and several Scandinavian countries. "ARTT will be in 25 markets within the next 24 months via QWST and another 15 via TBD alliances with other partners." Message 11890840 Analysts from Barclays Capital, Merrill Lynch, and Deutsche Banc/Alex Brown cover ART. The latest coverage I could find on ARTT is from Deutsche: 10-Nov-1999 -- [B] --Deutsche Alex reiterates Advanced Radio Telecom at strong buy -- [symbols:US;ARTT] Symbols: US;ARTT Source [B] - BridgeNews Global Markets Categories: I/BRD R/US S/RTG I/ONE CAP/STOCKS CAP/INDEX Regards, B

To: stan s. who wrote (28646)	11/16/1999 3:29:00 PM
From: Kimberly Lee	Read Replies (2) \| Respond to of 108040

took profit in ISPD in the 16s as it hits my earlier target IMMR in the 20s, as predicted. took some profit around 24 3/4 because of FOMC uncertainty TIPS should run into the close - bb pennies usually are insulated from somthing macro like rate hike holding SMRA, ASDS, UTCC SFTW finally breaks out..waited long enough looking to pick up some QNTS here

To: stan s. who wrote (28646)	11/16/1999 10:38:00 PM
From: stan s.	Read Replies (1) \| Respond to of 108040

Nasdaq comparison to last year. Did a little number crunching comparing the enormous surge on the Naz last year starting around this time contrasted to the move we're in the midst of now. Last years surge started about October 8th at roughly 1420. That incredible upturn ended on February 1st at roughly 2500. That's an increase of about 75%. Amazing... This years surge started on October 18th at roughly 2689. A 75% increase would carry us to....4705. Hmmmm, but keep in mind this is already a 23% increase from the open on October 18th to today's close. Not implying the results will be the same, remember we were coming off a fairly severe correction last year, connected with but not limited to, the difficulties in Asia. We did not have as significant a correction on the Nasdaq (10% I think) this year prior to this move although the Dow and NYSE had a rougher time. I went mostly cash today, not to hide but rather to take profits and be ready to move as swiftly as I can. The Nasdaq is overbought technically but until it actually shows signs of weakness, the prudent course (IMO) is still to trade it with a combination of vigor and caution, something this thread seems very adept at.