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

To: Wendisman who wrote (22581)	3/27/2000 9:24:00 AM
From: JLS	Read Replies (2) \| Respond to of 57584

Watch NTRO for possible announcement of a deal with MOT. According to IBD, the deal could bring NTRO about $250 million. Annual sales right now are 18.5. NTRO already has pacts with LU and Siemens, so this could be their third big coup. NTRO is a telecom gear maker for the wireless broadband market, which as we know is a huge space. CNBC said earlier this morning, however, that they were going to interview the CEO of NTRO this morning, but then said that they would interview him when the announcement was made. Sounds like its imminent with a CNBC appearance already anticipated. Bidding up to 88 in the premarket. Julie

To: Wendisman who wrote (22581)	3/27/2000 9:28:00 AM
From: Rande Is	Read Replies (1) \| Respond to of 57584

Thanks. . . Wes. . . a few things. . . Every Monday, I have been noticing a new crop of timing plays get attention, which often build momentum throughout the week. . . this mornings crop includes. . . 2 mil float INCR running on news: biz.yahoo.com VENX and VPHM having 4.1 mil float. . .showing some activity. SLVR, TCMS, ONTRW and MZON also showing substantial morning interest. NOTE: I am not playing any of these today. . .but perhaps some of you with really quick execution can take advantage. . . only the fastest execution wins on these tiny timing plays. In other speculative swing type plays. . . I like the LDIG interest in IDTC. . . generally when one of Liberty Media, T or LDIG start to buy they make a half dozen or more acquisitions between them. . . could light some fires. Watch for BLST IPO this week. . .a Nashville based xDSL. . . Watching ANTC for increased volume. . .and earnings surprise. . . Not many position trades look reliable or consistent. Still holding mostly 3 letter techs . . .and other 3 letter issues over the Nasdaqs, which are still selling off, IMO. . . except for a narrow group led by INTC, CSCO and MSFT [almost single handedly. . when you consider the amount of Nasdaq Composite, Dow and S&P that moves when these move.] UIS and IBM are getting serious attention today. . . Spirit, are you getting this? Your no-brainer play is paying off again. . . I still like your plays these days, because most of the risk has been squeezed right out. . . Rande Is