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To: tjptrouble who wrote (82723)2/11/2000 6:25:00 PM
From: Mr. Stress  Read Replies (1) | Respond to of 120523
 
CPWR has the software to battle these new CYBER ATTACKS that hit some major websites this week.
This (after the bell) news should definately move CPWR up on Monday. Not to mention it's the most UNDERVALUED stock on the face of the earth! <g>
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Friday February 11, 5:39 pm Eastern Time

Company Press Release

SOURCE: Compuware Corporation

Compuware e-readiness Solution Helps Companies Understand and Protect
Against Cyber Attacks

Exclusive Combination of QACenter and EcoSYSTEMS Provides Insight Into Peak Processing Conditions

FARMINGTON HILLS, Mich., Feb. 11 /PRNewswire/ -- Compuware Corporation's (Nasdaq: CPWR - news) e-readiness solution helps businesses proactively guard
against denial of service and other, more damaging cyber attacks, the company announced today. Recent attacks, such as those that affected major e-commerce sites
earlier in the week, have shown that any web site is vulnerable -- regardless of size.
(Photo: newscom.com )

By offering more than just online load testing, Compuware is able to provide unique value to companies seeking to manage high-volume and unexpected load situations.
As featured on CNN Today, Thursday, February 10, 2000, Compuware's e-readiness solution offers an early warning system for web sites that may experience hostile
activity. The company's QACenter and EcoSYSTEMS e-commerce products help organizations take preventive measures before a crippling event overloads their web
site.

Companies use Compuware's solution to simulate any type of system load, including denial of service attacks. Compuware e-readiness products load the web site
infrastructure while remaining close to the server under test, avoiding excessive Internet traffic that could potentially impact other sites. Using this approach, companies
ramp up their load tests under controlled conditions and achieve repeatable test results.

Once processing thresholds are defined, Compuware e-readiness products monitor the production web application, including all related servers (application, database,
web), databases, networks, firewalls and other corporate applications that are connected with the site. As traffic volume approaches peak processing levels, e-readiness
products proactively alert companies to take corrective action.

``The very public nature of the Internet means that every company with a web site is vulnerable to an attack,' said Doug Turner, General Manager, Compuware
QACenter. ``Companies that depend on the Internet as an important distribution channel need to know more than just at what point their sites will be overloaded. Taking
testing to the next logical step involves understanding why the site overloads under certain conditions and what actions to take to fix it. Our e-readiness solution helps
companies find their vulnerabilities and proactively monitor them to minimize damage.'



To: tjptrouble who wrote (82723)2/12/2000 1:41:00 AM
From: Jenna  Read Replies (5) | Respond to of 120523
 
We distinguish three complementary yet wholly different plays.

1> We have the purely momentum play (i.e. PLUG, SIFY, NEWP) as opposed to the Earnings Play (i.e. LTXX, ORCT, GILTF, NTAP, CMOS, JDSU, SDLI, ABSC, TEVA).. The momentum plays lasts from 3-10 sessions, usually bombs with no warning and has lots of 'shorters' just waiting to pounce although they usually time the market wrongly. Their dips are about as long as their surges.

2> The Earnings Play (esp. those that have their first positive quarters or are earning over 30% quarter after quarter in acceleration) These plays enjoy increased profit margin after tax, cash flow etc, Return on Equity etc. They can and do last for months and have dips of 3-7 sessions before surging again. They actually become momentum plays just because their chart patterns show solid technical rank as well as strong fundamental rank. We call those plays the techo-fundamental plays and they are the best. Here we also have a stock like BOBJ which surged from 66 at the buy triggered (called on SI) almost straight up to 124 in just a handful of sessions. They are usually but not restricted to mid- and small cap companies with relatively low floats. Their products are #1 and they are leaders in their sector, (i.e. SILI, QLGC, JDSU, etc)..

Because the market is very capricious and sometimes favors stocks like NEWP, SIFY, PLUG we should go along with the trend so we can trade every day and not just wait for the fundamentally strong stocks to trigger buy signals. The only restriction for our (or any) momentum plays is a keen understanding that you are in ONLY AS LONG AS THE TREND IS UP.. You don't make any long range plans, take an extended vacation, etc. Stops are strictly enforced, morning gap ups/downs are duly noted. Trailing stops are envoked after decent profits to let you get stopped out without danger of holding too long. Many times you will leave profit on the table, but that is better than getting caught in a maelstrom of selling pressure when distribution takes over your stock and there are no more buyers, just sellers anxious to escape.

In the next sessions we will probably encounter both kinds of companies and still another group:

3> The third group are the overbought that we should consider selling short for a period of 1-4 sessions. These 'short term shorty shorts' are easier to follow than long term shorts that suddenly turn positive and gap up scores of points. Track the short term shorts from pre-market, even before you focus on your long positions. What I have begun doing in the last six months was to close long positions and go short instead of flat and vice versa. It doesn't always work but as long as it works more times than not (2 out of 3) you will most likely make a lot more than you lose.

The traders that lose money in these times are those that have limited 'one-way only' strategies and wait for the stocks to conform to their strategies (i.e. short till the death).. and "hold through the losses" because the 'stock will come back'... You have to pull your daily strategy from a 'box of tricks' and attune it to the market climate and not vice versa. The market will not tolerate those with immutable trading strategies. A chameleon approach is what works.

If you are in doubt of what to do, then just stay on the sidelines until the trend is more assured. We are in a trading range going sideways with DOW down and NASDAQ up and that can't go on as it isn't healthy for the market to be so one-sided. That is why the correction took over, one side was bound to join the prevailing trend (i.e. either the DOW would have been up today along with the nasdaq or both would have been down) and today it was the down side.