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

To: Rande Is who wrote (20517)	2/15/2000 1:49:00 PM
From: Rande Is	Read Replies (2) \| Respond to of 57584

I take back what I said. . . the cyclicals I watch have improved dramatically. . .look at MMM. . . Bought WS . . Weirton Steel. . . .they are building B-2-B biz for steal industry. . . also a value play. . . buy one get the other free. Rande Is

To: Rande Is who wrote (20517)	2/15/2000 1:49:00 PM
From: Steven Finkel	Respond to of 57584

Tuesday February 15, 12:38 pm Eastern Time Company Press Release Advanced Radio Telecom Adds 800 Commercial Buildings to Access Portfolio via Agreement with RREEF BELLEVUE, Wash.--(BUSINESS WIRE)--Feb. 15, 2000--Advanced Radio Telecom Corp. (ART) (Nasdaq:ARTT - news), the first broadband wireless Internet Protocol Service Provider (IPSP), announced today that it has signed a master license agreement with The RREEF Funds, an institutional real estate advisor, for access to more than 800 commercial buildings nationwide. Tower Resource Management, Inc. (TRM) directed the agreement negotiations on behalf of The RREEF Funds. ART has signed a number of master leases and individual building license agreements that give the company access to more than 4,400 commercial buildings in the United States. ART will incorporate the RREEF buildings (along with other buildings) into its plans to build broadband metropolitan area networks in 11 markets this year, and 40 markets nationwide over the next few years. ART integrates broadband wireless, IP, and fiber technologies into a fully-redundant ring architecture in order to provide carrier-class quality IP services at speeds up to 155 Mbps to Internet service providers (ISP), interexchange carriers (IXC), on-site service providers (OSP) and application service providers (ASP). ``Master license agreements with national real estate companies like RREEF are a key component to ART's accelerated deployment of high-speed metropolitan networks,' said Robert McCambridge, ART president and COO. ``We have done an outstanding job of accumulating a national footprint of thousands of commercial buildings that we can incorporate into our accelerated market build out.' About Advanced Radio Telecom Advanced Radio Telecom Corp. (Nasdaq:ARTT - news), headquartered in Bellevue, Wash., is a provider of broadband Internet Protocol (IP) access services at speeds up to 155 Mbps. ART currently owns and operates broadband wireless metropolitan area networks in San Jose, Seattle, Portland, Ore., and Phoenix, and plans to expand to 40 markets over the next three years. ART is a Cisco Powered Network(TM) service provider and has a strategic relationship with Qwest Communications International Inc. (NYSE:Q - news). ART has a nationwide footprint of 38GHz spectrum licenses in the United States, and owns 26GHz and/or 38GHz spectrum licenses in the United Kingdom and several Scandinavian countries. For more information, please visit ART's web site at www.art-net.net. About RREEF The RREEF Funds, founded in 1975, is an institutional real estate advisor to pension funds, with assets under management over $12 billion, representing 98 million square feet of retail, office, industrial and apartment properties nationwide. The firm is based in Chicago, with additional corporate offices in San Francisco, Dallas and New York and over 90 property management offices.

To: Rande Is who wrote (20517)	2/15/2000 10:03:00 PM
From: American Spirit	Read Replies (1) \| Respond to of 57584

I was up $10,000 today at 3:45 and in the last 15 minutes ANF bombs 5 points just before excellent 30% growth earnings report and wipes out the $10,000. Am I having a frustrating month or what? And I had a sell order on ANF just 1/4 point from the top today. Ugh. Well at least Bebe's moving. And everything else too. All my doggies picking up interest which I take as a sign that the nightmare is almost over and value is back in. Look at all the news on Lu today. They certainly are getting aggressive. If any of you can get Anf below 19 tomorrow what a steal. Bebe still a steal and grab some on any dips caused by the Anf madness. Both 30% growth 12 PE's roughly. More and more news items about value being in today. did you notice them all? No better values than specialty retailers, next drugs and financials. These are sectors making tons of jmoney yet punished on interest rate fears. Any interest rate hikes more than priced into these sectors. Another thought. Why is an interest rate hike a problem for a company with 4 bill in cash and no debt? Johnson&Johnson for instance? Or CPQ? Seems to me they'd be earning interest not paying it. JNJ still down near it's 3 year low. Also love LLY which I expect will be taken over like WLA. Best drug pipeline in the biz now. MRK also very cheap. Cable stocks very cheap too, CHTR, ATHM, T. LOR very cheap.Actually the list of bargains is so long it goes seemingly forever. Do your own DD and pick your safest bets.