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

To: Rande Is who wrote (34821)	9/13/2000 11:50:25 PM
From: maverick61	Read Replies (1) \| Respond to of 57584

Rande - speaking of Liquid Audio / Video - well, a couple days ago, I guess I finally caught the Liquid Audio religion :) and started a position in the low 6's. While I still have my concerns over the challenges Napster, gnutella, and others like them pose, I have reached the point of agreeing with you that if the RIAA gets internet music distribution back under control, LQID could prove to be a big winner. I still think its a big if, but not as big as before - so I have jumped abord the LQID train with the rest of you - so its good to hear about Liquid Video - although like you say, it will take a big feat for it to be rolled out as the lawyers argue over how to divy up the proceeds

To: Rande Is who wrote (34821)	9/13/2000 11:57:32 PM
From: Ian McGuire	Read Replies (2) \| Respond to of 57584

evening Rande... If you have the patience for yet another voice in the chorus concerning oil, here goes.... I have been hearing on many fronts that oil prices have peaked and it is time to take profits; alarm bells go off when I hear this.I think it is a truism that portfolio managers only endorse stocks they own, it would be anethma to them to contribute to a price rise in a sector they intend to buy.I am of the opinion that the energy sector is underowned by professional managers, many of whom are still overweight in technology. Much scepticism exists in the oil sector, the past 18 months notwithstanding.This scepticism is ignoring US inventories of both crude and refined are at quarter century lows and that OPEC has just made its third increase in production this year while stating today, i believe, the capacity for further increases.World economies are growing and consuming more oil; on a global scale if one compares the relative necessity of old world oil and new world fibres a certain perspective is offered. While I do believe prices will stabilize in the $25-30 range, i do not believe oil stocks adequately reflect this pricing....if this new pricing is maintained I would imagine portfolio managers may be coerced into increasing positions in the sector. If this "what if" scenario comes to pass, things become interesting....such a change in oil dynamics could impact the entire commodity sector; could not such inflationary behaviour lead to a round of speculative, resource based buying?...but thats another diatribe... Sorry for the rant Rande, thought if nothing else, it may provoke discussion....best regards as always......ian