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

To: Rande Is who wrote (31366)	8/7/2000 9:18:43 AM
From: Rick Buskey	Respond to of 57584

SFE--one more thing-----they are an Incubator comp.-----but didn't they announce that they weren't going to invest any new money in Internet comp---but that they would start to put some in Infrastructure comp.--------this should propell the stock higher.I would rather own Infrast.plays than Internet stocks.I would be adding SFE here-------who knows maybe Blodget is saying that so Merril can load up on the cheap. I can see downgrading some of these speculative Internet plAYS----but there is a "core" group we should all own----YHOO,CMGI,SFE,ICGE,EBAY,AOL,RNWK,etc................just my opinion

To: Rande Is who wrote (31366)	8/8/2000 3:20:27 PM
From: Rande Is	Read Replies (2) \| Respond to of 57584

MSFT. . . bought yesterday pre-market on employee option buyback news. . . added today on momentum. . . which is the primary reason for the strength in the DOW. Remember now that MSFT and INTC are two of the strongest driving forces in the Dow Jones Industrials. . . they also drive the S&P, the NDX and COMPX. Silly, huh? But that just goes to show how WEAK the COMPX really is today. . . unch with such strength in MSFT. The whole market is looking very manipulated ahead of these CSCO earnings. . . .as though there is a master plan [conspiracy theory]. I would appear paranoid about such conspiracies if we didn't have so much evidence by the SEC that they actually occur on a regular basis! Rande Is EDIT: Bob Pisani just reported MSFT strength. . .also citing empoyee option buyback as reason.