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

To: Rande Is who wrote (16125)	12/2/1999 12:26:00 PM
From: Steven Finkel	Respond to of 57584

Rande: Any opinion on OPEN? I have watched them go from 2 to 12, and have never bought.

To: Rande Is who wrote (16125)	12/2/1999 12:49:00 PM
From: JLS	Respond to of 57584

Hmmm, I also saw daily volume falling off, so I think it will go a little lower from here before it heads up again. I'll be watching to get back in. I just didn't want to get caught in a downdraft which looked like was imminent this morning. This is also the first day it has dropped BELOW its open price. Just a heads up. Thanks, Julie

To: Rande Is who wrote (16125)	12/2/1999 12:55:00 PM
From: Baton	Respond to of 57584

TYC looking good for long term hold here. Possible double by summer. Baton

To: Rande Is who wrote (16125)	12/2/1999 1:32:00 PM
From: Steven Finkel	Read Replies (1) \| Respond to of 57584

Another one that looks good is ANYI, Anything internet. News of a new ceo is imminent. Price has gone from .80 to 2.50 this month, volume building. company is buying back shares and has offered shareholders the ability to convert 2 shares into one preferred, which in one year becomes 3 commons. In the year's time, the preferred also pays 12% in the form of additional preferred shares.

To: Rande Is who wrote (16125)	12/3/1999 12:16:00 AM
From: carepedeum2000	Read Replies (3) \| Respond to of 57584

rande-what is your short term market call now? If employment numbers are benign, we shoot up, do we tank then or keep going? I cant see us getting much higher without the bond market reversing, if unemployment falls below 4% or average hourly wage increase comes in at .4 or .5, the market tanks, I have been early on oex puts this week, trying to decide whether to reverse and go long if market has benign numbers or would that shoot up be the top to this latest run? I have been looking for a sharp selloff for over a week now and keep getting surprised by nasdaq, just wondered when bond market is going to kick in to effect the market? thanks

To: Rande Is who wrote (16125)	12/3/1999 4:23:00 AM
From: Hally	Respond to of 57584

Rande, I eMailed Rick@Playco yesterday to find out if the site will go live today. He said that there has been a few delays and it wont go live today. However he is confident it will be up and running "early" next week. Just so all the thread knows. Regards, Hally

To: Rande Is who wrote (16125)	12/3/1999 6:50:00 AM
From: Paullie	Read Replies (3) \| Respond to of 57584

Long Term stocks: Question to anyone - Looking at a 5 year perspective, I believe that Broadband, Wireless, and Data Storage will be the fastest growing sectors. Based on this belief, I am setting up a long term portfolio for this time frame. I know that this thread is mainly about short term picks - I would just like some opinions on the following: CSCO JDSU or ETEK EMC or NTAP MOT or NOK I have done some preliminary analysis, and of course all of these companies are doing incredible in the recent past. When it comes to these top competitors, I am not sure that buying some of each is the right answer. Like everyone, I want to pick the winners. Also, as far as sectors go, I did not include semi-conductors, software, or B2B mainly because I have less of a feel for these industries. Any insight on this is quite welcome. Thanks for any response! Paullie P.S. An interesting side note on MOT. To date, MOT is the only way I can find to indirectly invest in Teledesic. Regardless of the recent satellite industry problems, I do believe that our wireless future will be based on a combination of satellite and earth based wireless technology. And who can make this work - Bill Gates is a primary investor, Craig McCaw seems to be the brain, MOT owns 26%, and Prince Alwaleed bin Talal reportedly owns 15%. This is just a tiny part of what the future holds for us, and this company has a big time check book and some serious tech heavy hitters on its side. Out of curiosity, assuming MOT owns approx 25% of this company (from my research, the complete Teledesic project will cost between $4-$6 bil.), what would MOT stock holders get in return for a future market cap of about $100 bil. (assuming it eventually goes public) - how does all this work into valuations? Thanks.