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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank -- Ignore unavailable to you. Want to Upgrade?

To: ayahuasca who wrote (73412)	11/26/1999 9:41:00 AM
From: jimschill	Read Replies (1) \| Respond to of 120523

LUMI I psoted Wed taking off

To: ayahuasca who wrote (73412)	11/27/1999 9:21:00 AM
From: kendall harmon	Respond to of 120523

The overall market and interest rates, from TSC <<"The market has been altogether too cavalier about the implications of higher interest rates on valuations," said Charles Crane, chief market strategist at Key Asset Management. "At some point, those higher rates are going to have a negative impact on the market. I would not be surprised if we run into another bout of selling pressure between now and year-end." Crane thinks that stocks' reaction to this latest rate hike is similar to the reaction to the June one. There's this supposition that the Fed is done -- and of course the old adage says you're supposed to buy the last tightening. "It's very tempting to say that just because the market hasn't sold off immediately after the Fed raised rates, we're in the clear," he said. "I think that is too short a view." The market doesn't really seem to be worrying too much about the bonds, though. Investors' attitude seems to be that the backup in the long-bond yield back to 6.2% doesn't matter because 6.2% is something they've seen before. A yield over 6.4%, on the other hand -- that would be scary.>>

To: ayahuasca who wrote (73412)	11/30/1999 12:54:00 AM
From: SMALL FRY	Read Replies (2) \| Respond to of 120523

Aya, Your favorite COVD may be the next "Baby Bell" according to this: Covad: Giant Steps for "the Next Baby Bell" (http://www.businessweek.com/today.htm) Unlike a lot of telecommunications startups, Covad Communications (COVD) didn't wait for precisely the right regulatory environment to begin operations. Instead, it began building a nationwide broadband network before it had an unambiguous green light from the Federal Communications Commission. A risky move -- but it proved to be wise once the FCC ruled on Nov. 18 that regional Bell operating companies have to let digital subscriber line (DSL) providers, such as Covad, deliver their services using the Bells' dual voice/data lines instead of limiting these companies to lines that carry only either voice or data. Covad's stock didn't move on the day of the announcement, but it had jumped 50% in the previous two months in anticipation of the FCC's decision. And it still has plenty of room to run, if all of Covad's plans fall into place. A special edition of Business Week Online is available on America Online, keyword: BW. SOURCE Business Week Online -0- 11/29/1999 /CONTACT: Joe Mandel of Business Week Online, 212-512-2489/ /Web site: businessweekonline.com (MHP)