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

To: Rande Is who wrote (15827)	11/26/1999 10:57:00 PM
From: Jack Russell	Read Replies (1) \| Respond to of 57584

Rande, Any opinion on ELCO You made mention of it earlier in the day, Are you in? Surprised you mentioned it they double and no other mention. I am in from the $4 level (great day today), It seems to be an under valued B2B, Do you think it has much run left....momo seems to be in our favor and they are getting some big contracts...Hope you and yours had a great Thanksgiving.. ST

To: Rande Is who wrote (15827)	11/27/1999 12:00:00 PM
From: Louis Riley	Respond to of 57584

SFTW Bloomberg story, after the bell Friday: Enlighten Software Surges After It Unveils Linux-Linked Product San Mateo, California, Nov. 26 (Bloomberg) -- Enlighten Software Solutions Inc., a maker of software to manage networks of computers on various operating systems, almost tripled after it began selling a Linux-compatible product last week. Enlighten shares rose 8 3/16 to 12 3/4 as 6.1 million shares changed hands in a half-day session, about 45 times the three- month average. The stock was at 3 1/8 on Nov. 15, a day before the company unveiled the system-management program for Linux, the operating system that competes with Microsoft Corp.'s Windows. Enlighten's software creates a graphical tool bar that allows a user to manage computers on a network, even if they're running on different operating systems. Investors have embraced companies associated with Linux, particularly after a judge declared Microsoft a monopoly earlier this month, raising optimism its rivals could benefit if the company is broken up. ''There wasn't a very good system management program for Linux before this,'' said Bill Bradley, chief financial officer of San Mateo, California-based Enlighten. Among the other Linux companies that have attracted interest is Red Hat Inc., which makes a commercial version of the operating system for powerful corporate computers. Its shares surged 26 percent today and have risen more than 15-fold since the company sold shares to the public in August. Linux was developed in 1991 by Linus Torvalds, then a student at the University of Helsinki. The program was created as ''open source'' software, which means that anyone can download Linux from the Internet and tailor it to their needs. quote.bloomberg.com

To: Rande Is who wrote (15827)	11/27/1999 7:55:00 PM
From: DlphcOracl	Respond to of 57584

Rande Is: One other Linux play is the recent IPO Cobalt Networks (COBT). This one was a moon-shot on opening day, reaching $158. It then rapidly sold off over next few days, briefly dipped below $100, then "based" for several days around $110. Over last 5 trading days, it has gone from $112 to $143 with sharp upward momentum. Cobalt Networks makes "products which are designed to perform critical internet-related applications." Their products " tightly integrate the Linux open system with software embedded in dedicated hardware designs." Not cheap, but IPO's have a life of their own.