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


To: Rande Is who wrote (16894)12/17/1999 9:55:00 AM
From: Kevin Shea  Read Replies (1) | Respond to of 57584
 
OT At the airport yesterday,I saw that Northwest was equipping ticket counter personnel with WEARABLE COMPUTERS. These people were roaming around the lines helping people with boarding passes..She was too busy for me to ask questions...but it only indicates the future.



To: Rande Is who wrote (16894)12/17/1999 10:14:00 AM
From: john rieck  Read Replies (1) | Respond to of 57584
 
Sector Rotation---when it eventually gets here, when funds actually sell these NAZ high fliers---any idea what they will rotate in to? hard to go to financials with rates so high. commodities? oils and golds? heard many are waiting for new year, unwilling to sell now and realize gains for 99...



To: Rande Is who wrote (16894)12/17/1999 11:17:00 AM
From: Kanetsu  Read Replies (1) | Respond to of 57584
 
Last week I mentioned IWIN (webstakes.com) in the 14s, it's a top twenty media matrix shopping destination, look at it's m/c in comparison to MYPT, should get to 20 (I hope). Don't chase, as it frequently rinses, but I think this one is a keeper near term.

BOSC is another stock that is slowly creeping up, I mentioned it last week in the high 6s, now approaching 9, the warrants have gone from .50 to 2. The fundamentals on BOSC are extremely positive and Israeli tech companies are getting positive attention lately. BOSC also owns large stakes in several companies that could easily be spun off.

NXTL, losing my ass on my leaps, any theories as to why it has sold off these last few days. Anybody thinking this is a buying opportunity for NXTL.



To: Rande Is who wrote (16894)12/17/1999 11:35:00 AM
From: KevinThompson  Read Replies (1) | Respond to of 57584
 
Didn't keep the ETYS I bought yesterday. Sold out with a very small positive. This one is scary. They burn cash like fireworks. Support is broken and I wouldn't be surprised to see bump down to the low thirties. Given that this is the Christmas season, it seems very shocking to see it do nothing but head south. I'm out.

I also sold out of ISIP. I would have expected a little more reversal than this after such a cut. Not looking very encouraging for the near term. Long term it is bound to go up, but I'm not that patient right now. It is trading at its 1992 levels.

Best,
KT