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Strategies & Market Trends : Investing for the January Effect 2000 -- Ignore unavailable to you. Want to Upgrade?

To: Q. who wrote (34)	12/24/1999 2:22:00 PM
From: CatLady	Read Replies (1) \| Respond to of 109

Perhaps PROG may be of interest. Software retailer specializing in development tools for programmers. Traded as high as 19 this year, now at 5.75. MarketCap 29.9M Shares Out 5M Float 3.5M PE 26 Book Value 7.5 I've been following it all year thinking that it might be discovered as an "Internet retailer"

To: Q. who wrote (34)	12/24/1999 6:33:00 PM
From: Mad2	Respond to of 109

If your interested in understanding NMGC a bit better, try the SI board, it isn't very noisy and the last 50 or so posts fill in most of the pertinant info. Subject 14927 Main problem has been capacity with their two previous fab's (recently brought on Seimans/Inf) and delays in launching a 3D chip. Next Qtr earnings are expected to be lackluster so I'm hoping NMGC will be cheaper later in the 1st qtr. Also expected to introduce a new controler chip for DVD players in 2nd qtr (expectations are unknown but a growth market like their laptop market). JILL tanked due to them dropping the N Sommers catalogue (14% of sales) and growth of J JILL catalogue slowing, probably due to online competition......JILL's mgmt seems to be capable of turning JILL around and they report robust growth of online sales.....I expect to see some Jan bounce....beyond that JILL is probably a 6-9 month project before things really clear up. Mad2 BTW, Some of the US steel makers might be a decent buy as well (particularly NS and BS)