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

To: Rande Is who wrote (17412)	12/28/1999 11:51:00 AM
From: Kanetsu	Respond to of 57584

Bought some ALYS, a leading provider of electronic bill and statement presentment for document intensive industries. Market cap of $100 million with $6.8 million in revs last quarter (up 300% year over year). Best of all, a great list of clients who have great things to say about ALYS: ABN AMRO BancOne Bank of Oklahoma Bank of the West Comerica Crestar EDS New Zealand Fidelity Investments Fleet Bank Harris Bank The Huntington Trust Company Mellon Bank Corporation Merrill Lynch Manufacturers & Traders Trust Company NationsBank NCR Sanwa Bank of California SouthTrust The Northern Trust Company Union Bank of California Union Planters United Missouri Bank Wachovia Wells Fargo Bank Strong management team with former Senior VP of SCH heading company. Hoping it will also benefit from "January Effect." Chart tells me someone likes it, already up huge in % terms, but still only 7 1/2. 4.6 million shares in float. Just my opinion, do your own DD, I bought based on what I discovered at their website, www.alysis.com

To: Rande Is who wrote (17412)	12/28/1999 12:22:00 PM
From: Mark Konrad	Read Replies (1) \| Respond to of 57584

ATHM looking good. Other possible turnarounds: RMKR, RTHM, WFII Any other fans of RSAS here? What a great day to be alive and fully margined!--MK--

To: Rande Is who wrote (17412)	12/28/1999 12:40:00 PM
From: American Spirit	Read Replies (4) \| Respond to of 57584

Last tax-selling day of year. How my temporary losses can be your gains. In retrospect I should have waited until today to pick up my quality value dogs because they're all down today to ridiculous levels. Sellers desperate for some tax credit are dumping. Here is the list and no doubt all will bounce back quickly with the january effect starting tomorrow. ANF, BEBE, CPU, KMAG, MXTR, EGRP, SCH, BNBN, WDC, XRX all at their recent bottoms today. I also expect CPQ (CMGI owner), UIS, CORL, HSAC and COMS to rebound. In retrospect Rande was right. Shuold have played high-fliers until today then switched into the dogs. Wasted three weeks of potential trading profits. However, the January effect is a very real thing. Early january should see an inflow of money into the market, some profit-taking and tax-loss dog buying on the cheap. Retailers like ANF and BEBE should go up 50-75% by March if history is any guide.