Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Mark Konrad who wrote (33029)	8/27/2000 6:04:08 PM
From: American Spirit	Respond to of 57584

UIS mainly a value play for now as there is no news. But what a value play it is. NOVL is both value and a play on their aggressive new announcements. Both should do great. VZ and LU are others I love down here. Look at what Barrons said on VZ for instance. Salvatore Muio, a telecom specialist and head of Manhattan-based SM Investments states on page 14: "Verizon is EXTREMELY CHEAP. It is trading at 40 cents on the dollar, based on private-market values. It probably should be trading at 60. This is a really healthy business with a great collection of communications assets. They are taking a lot of share in long distance. And 60% of the overseas traffic flows out of their territories, and there are big margins on that. THIS IS A REAL OPPORTUNITY."

To: Mark Konrad who wrote (33029)	8/27/2000 6:54:21 PM
From: American Spirit	Respond to of 57584

Since spring until July 25 UIS has had 22 large insider buys in a row. There may be more since July 25. The last insider sale was at $32. The stock is now at $11. Insiders started buying at $21. Stock is down from $49 high. They're all directors or VP's so they have the inside info which we don't. Looks very promising. Might mean takeover talk too, I don't know. It's certainly been rumored a lot. On NOVL too which has had about half this many insider buys. I'd like to see the August figures. Will report when I get them.