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

To: Rande Is who wrote (16008)	11/30/1999 4:54:00 PM
From: Bucky Katt	Respond to of 57584

Multiple $billions$ in pension fund money coming into the markets real soon, as of the 1st of December, so this sell-off may be short lived, and really is just the usual rotation. (some of the techs are ridiculously priced anyway, but does it matter) Just have to try and figure where they will put that money..I am sure we will figure it out...at least some of it anyway.. Looks like my TTN exit was timed well. I am surprised, I thought it would carry a little higher..

To: Rande Is who wrote (16008)	11/30/1999 5:08:00 PM
From: bglad	Read Replies (1) \| Respond to of 57584

Rande -- I appreciate hearing about the losers too. It's honest. It's humble. Plus it gives me comfort to know that I'm not the only one who has them. Thanks. bglad

To: Rande Is who wrote (16008)	11/30/1999 5:18:00 PM
From: Bob	Read Replies (1) \| Respond to of 57584

EXCLUSIVE -- WABC (770 AM) is using a digital "Cashbox" to squeeze even more commercials into Rush Limbaugh's show, The Post has learned. WABC, and hundreds of other stations nationwide, is testing Cashbox ("CASH Radio Time Reduction"), which creates more minutes per hour than there actually are. Radio executives, under corporate pressure to keep delivering double-digit revenue increases, are loathe to discuss their new technological marvel -- and even industry trade publications have so far been mum on the development. Cashbox processes live talk shows like Limbaugh's while they're on the air, digitally compressing gaps and pauses in speech in order to allow as many as five additional commercial minutes each hour -- above and beyond Limbaugh's normal maximum of 18 minutes per hour. "I didn't know WABC was using it on Rush, but I just found out that the WABC engineers knew all about it," said Kit Carson, Limbaugh's long-time aide. Attempts to reach Limbaugh, whose show is headquartered at WABC, were unsuccessful by press time. For years, radio and TV stations have been able to "massage" pre-taped programs to speed them up in order to cram in more commercials. But radio's new Cashbox slightly delays the beginning of actual live programs so that more ads can be inserted beforehand. Cashbox then spends the rest of the hour, or segment, using on-the-fly digital compression so the show will still end on time and make room for the next program or newscast. For example, if Cashbox were used on Paul Harvey's signature signoff --"Paul Harvey ...Ï Good ...Ï day -- it could become "Paul Harvey G'day," turning the veteran ABC Radio commentator into a Crocodile Dundee soundalike. Pitch, however, isn't affected -- meaning Harvey would not sound like Alvin the Chipmunk. "The device already is widespread and being used by companies like CBS/Infinity, Clear Channel and ABC," said Kraig Kitchin, president/COO of Premiere, the network that syndicates Limbaugh, Dr. Laura Schlessinger and others. "This is year 2000 technology, and I'm for it if it doesn't hurt the image of the host," said Kitchin, one of the few radio execs who would publicly comment on Cashbox. "I'm for any form of non-traditional sponsorship revenue." Though talk show hosts nervous about their ratings will likely argue for commercial limits when they negotiate their next contracts, they're getting no support from at least one giant network today. Kitchin's Premiere Network is owned by the 830-station megagroup Clear Channel, which has started using Cashbox at some of its stations to accelerate its own network's programs. "We began testing the unit a few weeks ago, specifically inside Laura and Rush," says WABC program director Phil Boyce. "We got the idea from a few [Clear Channel] stations that were using it. "We have only tested the unit adding a one minute spot to the hour," Boyce said. "I have no idea how it would sound adding [five], but we'll never find out -- that would be too much." As owner Disney scrambles for bucks to get its sagging stock back up, WABC is already running up to 20 minutes of commercials and promos each hour, the most of any New York station -- but not by far. "With the amount of [commercial] inventory in radio now, why would you want to do more?" asks Rich Wood, who syndicates Bob Grant, Dr. Joy Browne and others for WOR (710 AM), which doesn't plan to use Cashbox. "It's ratings suicide. You're getting so much clutter," adds Wood. "There's an overall feeling in the industry that audience dropoffs in some formats may be because of commercial loads." Cashbox maker Prime Image Inc. is also rolling out a "Time Machine" for live television which is technically more modest with its time grab -- about a 90 seconds per hour for extra commercials. If the device finds widespread acceptance in TV -- as it no doubt will in radio -- the TV networks will be able to shoehorn more top-dollar commercials into popular live broadcasts like the Academy Awards by shortening the speeches of presenters and accepters. Hey, maybe that's not a bad idea. ****************************Unfortunately, this company is not public.***************** bobp

To: Rande Is who wrote (16008)	11/30/1999 5:43:00 PM
From: Trumptown	Read Replies (1) \| Respond to of 57584

Despite the liquidity out there, I've taken a more defensive posture...lightened up significantly into the end of November...as planned (always tough to do) Despite Y2K being a 'no brainer' I think the probability of a lemmings dance somewhere around the middle of the month is higher than not...bullish sentiment seems to be too strong at the moment...much like the bearish sentiment was in late October. Seeing too many finale fire works on the third tier stocks. The first tier stocks are flattening out...and the third tier stuff is poppin' all over the place... Also not seeing the first and second tier stuff pop on much on news (nothing like mid-November)... Holding a few (UTX, TWE, PDYN, HOOV, HYPR, SSYS)...but walking softly... SR

To: Rande Is who wrote (16008)	12/1/1999 5:24:00 AM
From: American Spirit	Read Replies (1) \| Respond to of 57584

ANF surge at end of day gave me $39 profit yesterday so the streak is alive. Look for big bargain in WDC today (buy the bad news cheap). URBn a screaming buy. If there's any dip on UIS buy, buy, buy. I will look at CNQR and others you suggest, rande. And yes I'm glad we had a pullback (and equally glad I still made $39, enough for dinner last night). Still looking for big Xmas news and retailers and e-tailers recovering further. Software and computers for early 2000 when business booms. Disc drives. Or any really significant pullback by high-fliers 9I'd love to get COMS back 8 points cheaper than where I sold., for example). All about picking the right seactor bargains now. if you do you won't get hurt in any downdraft and have a pretty sure bet to make a nice profit, at least if you're a little patient. I've leanred to be patient after selling several big holdings WIND, BEBE, ORCL way too early. Good thing I cold CMGI at 167. maybe I'll buy it back at 130.