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To: Jeff Hayden who wrote (6136)4/1/2000 7:52:00 PM
From: KevRupert  Respond to of 11568
 
Thank you for your interest in the new WorldCom!

THIS IS THE BEST WAY, IMHO, TO STAY ON TOP OF THE MERGER VIA OFFICIAL MEANS:

worldcom-merger.com is your online resource for the most accurate and
up-to-date information on the pending MCI WorldCom-Sprint merger. By
registering your email address on worldcom-merger.com, you will receive
regular updates about new site additions, hot news tips, and merger-related
events.

At least once a month, MCI WorldCom and Sprint will deliver information on the
many pro-consumer, pro-competitive benefits the combined company will provide
directly to your inbox. Watch for these messages, and remember to visit
worldcom-merger.com regularly for the latest news on the new WorldCom.

If you have received this message in error or prefer to be removed from the
WorldCom-merger mailing list, please refer to the Request Email Updates page of
WorldCom-merger.com at worldcom-merger.com.



To: Jeff Hayden who wrote (6136)4/1/2000 7:52:00 PM
From: KevRupert  Respond to of 11568
 
Thank you for your interest in the new WorldCom!

THIS IS THE BEST WAY, IMHO, TO STAY ON TOP OF THE MERGER VIA OFFICIAL MEANS (advalorem):

worldcom-merger.com is your online resource for the most accurate and
up-to-date information on the pending MCI WorldCom-Sprint merger. By
registering your email address on worldcom-merger.com, you will receive
regular updates about new site additions, hot news tips, and merger-related
events.

At least once a month, MCI WorldCom and Sprint will deliver information on the
many pro-consumer, pro-competitive benefits the combined company will provide
directly to your inbox. Watch for these messages, and remember to visit
worldcom-merger.com regularly for the latest news on the new WorldCom.




To: Jeff Hayden who wrote (6136)4/1/2000 7:59:00 PM
From: KevRupert  Respond to of 11568
 
OT:

Hi Jeff, I think focusing upon stock-specific selections, that we can come out ahead. I'm letting my mutual fund managers focus upon a few select industries (biotech & developing communication). The price movements have been huge, and stressful for me (if I watch them to closely on a daily basis)!

I think that the current environment of huge tech runs, and a rising interest rate environment have created a montster. Fortunately, I've reduced my exposure to many of the high-techs that I've made good profits on (sebl, ntap, jdsu, cree, csco). I've been focusing upon some good value plays, at least in my opinion. (i.e., cdo, wcom, ceft, coms).

I've been closely reading my Value Line to try to key in on good values that have knocked down recently. Good luck, and good to hear from you.

Just my opinion,

Respectfully, advalorem



To: Jeff Hayden who wrote (6136)4/3/2000 6:58:00 PM
From: Jeff Hayden  Read Replies (1) | Respond to of 11568
 
--OT-- Ha! Did everyone notice that money didn't come out of the market today? My thought that the markets are like two glasses of water partially full (see #6136), one representing the Old Economy (the DOW) and the other representing the New economy (NASDAC), seems to be correct today. Today, quite a bit of water was tipped from the NASDAC glass to the Dow glass. But I don't think the levels are equal yet, the NASDAC had a huge run in 1999. The Dow is still a little behind NASDAC.

What is good about this is that money is not leaving the market in a run to bonds. The NASDAC got too far ahead and now it's getting into a more proper line.

I really don't see that the market is too far extended. Business is booming like crazy! The NASDAC/Dow ratio just got out of whack for a while. Now the ratio is correcting.