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

To: Rande Is who wrote (33230)	8/29/2000 2:26:17 PM
From: Jane4IceCream	Respond to of 57584

Thx for taking the time Rande... Just figuring out IF I should sell the rest of my shares here or let them ride. Stock holding up in 11's for now. Busy day! Jane

To: Rande Is who wrote (33230)	8/29/2000 4:02:54 PM
From: Shroom37	Respond to of 57584

Rande, OT Thanks to you,Mark,Kevin,Am Sprit, Rich, Julie, carepedeum2000, DlphcOrcal, Jane, and all the other posters that make this such a great place to learn and profit. I'm heading out for a couple of weeks and I'm taking Rande's advice and have cleaned up my trading port, set some stops, and I'm NOT going to try to get connected each day. Just going to leave it here and enjoy the time away. It's been a great couple of weeks. I hope everyone has done as well. I'm sure from the posts that some have done much better than I have and I hope it continues for you. What a great day! I hate to leave, but the smoky Northwest awaits. I'll try to ck. in and give you a up close report on the fires if I can. Thanks again for all your hard work, Shroom

To: Rande Is who wrote (33230)	8/29/2000 5:30:20 PM
From: American Spirit	Read Replies (3) \| Respond to of 57584

BRIEFING.COM loves UIS: Unisys (UIS) 11 1/2 -1/2: Unisys is another example of an unloved tech stock that could come back into favor in the weeks and months to come... We have noted several times in recent weeks (primarily on the Tech Stocks page) that investor interest has intensified in the beaten up stocks, particularly in the software and Internet industries... In fact, UIS had a big day yesterday - jumping nearly 10%... It's backing up a bit today, but this is a stock that is down from its 52-wk high by a jaw-dropping 77%... Declining revenues (down 16% yoy in Q2) and disappointing earnings were behind the plunge in the stock... While the company warned that quarter three wouldn't be much better, management noted that it expects to see a pick up in business by Q4 as it closes on orders that were delayed... In case, you haven't noticed Labor Day is almost here, as is Q4... In other words, Briefing.com contends that the Q3 troubles are already in the price... Any pick up in business, real or perceived, will be enough to entice bargain hunters back into the stock as UIS is a well-managed company with solid financials... It was the perception of improved business conditions at IBM (IBM) that triggered yesterday's spike in other mainframe related companies like UIS and BMC Software (BMCS)... UIS derives about 40% of its revenues from the sale of mainframe servers and related software... Any pick up in the mainframe business will bolster margins and help the bottom line... With 7 of the 11 analysts providing ratings and estimates to Zack's, rating the stock HOLD/NEUTRAL, Briefing.com contends that the potential for positive surprises is significant... And with the stock so depressed it won't take many upgrades to ratings/earnings estimates to get UIS's stock back on track... Let's face it, investors don't often get a chance to buy stock in a company with nearly $7 bln in sales at a P/S ratio of less than 0.50 and forward P/Es of 10x and 7.9x... Overhead supply and the potential for tax-related selling suggest that the road to recovery will be filled with potholes (especially short-term)... Nevertheless, for the patient investor seeking better than market capital appreciation, the favorable risk/reward ratio suggests that UIS is a prime target... First resistance is in the 13 1/2-15 area, with penetration setting up a run to the 23-24 area. -- Robert Walberg, Briefing.com