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

To: Rande Is who wrote (35184)	9/17/2000 10:16:39 AM
From: American Spirit	Read Replies (1) \| Respond to of 57584

News alert on UIS. I have a Czech keyboatd so I don't know the word for copy, but check out the 10 billion dollars Pentagon General Dynamics deal and see who the lead computer software company is - UNISYS. This news coming at a time when UIS has practically no forward-looking good news of any kind priced into it at a PE of 8-9. This deal alone should pop their growth. They also just announced another 160 mill deal. Their stock fell a few monthjs ago because of a slow Q when seneral major contracts were pushed back a Q or too. Looks like they were telling the truth. If so UIS is worth twice ths current price. Also, something cooking at CPWR but I don't know what yet. If these two pop expect NOVL and IFMX to follow.

To: Rande Is who wrote (35184)	9/17/2000 3:26:49 PM
From: Tim Davies	Respond to of 57584

does anyone know a good vc for this type of company.. they want an ipo in 18 to 24 mo.. saitechinc.net thanks tim davies

To: Rande Is who wrote (35184)	9/17/2000 8:42:40 PM
From: SirRealist	Read Replies (2) \| Respond to of 57584

Rande: my references to cries of pain referred only to the fact that I expect I'll see more than a few posts this week complaining of losses, manipulation, doodoo-head analysts, etc. Pretty much agree with your assessments. I expect some bigs to take hits, like INTC, but generally, earnings should be fine. And oil? It's an interesting bit of political play, in my view. Clearly, the Saudis and US oil cos hold the upper hand. Gore runs with a Jewish man (no bias here) which might be viewed with concern in Arab nations. Versus Big Oil's boy, Dubya... and they know putting the squeeze on the economy might help him get elected. And we worry about minor mkt manipulation! Here's my take on it: Like him or not, Clinton is one of the shrewdest political animals to come down the pike since Nixon. He's well aware of the game. Look for some Big Oil bashing in October. Look for initiatives to add to the Strategic Oil Reserve and for energy assistance, from Clinton and/or Gore. And bet on furious negotiations underway with the Saudis. It may well be that the oil pressure will persist till Election Day, if the Saudis don't act sooner. But I suspect we'll see this addressed within 3 weeks. A Justice Dept move to investigate Big Oil might do it. In the meantime, alt energy stocks will dip and run some more. Best of luck to ya; Kevin

To: Rande Is who wrote (35184)	9/17/2000 9:54:28 PM
From: Brasco One	Read Replies (1) \| Respond to of 57584

Federal Reserve's Parry Upbeat on Economy NEW YORK Reuters) - The head of the Federal Reserve Bank of San Francisco increasingly believes the U.S. economy can grow strongly without triggering inflation, Barron's financial newspaper reported in its Sept. 18 edition. The bank's president, Robert Parry, thinks the economy can grow at a 5 percent annual rate over the next couple of years without overheating, the newspaper said. The economy expanded at a 5.3 percent rate in the second quarter of this year. Barron's said that, in an interview, Parry did little to counter many analysts' outlook that the economy was slowing under the impact of six rate hikes by the central bank. Parry said the Federal Reserve should always be concerned about inflation. However, he showed little alarm over recent trends, including higher oil prices. The Federal Reserve's rate-setting panel meets Oct 3. Analysts widely expect it to leave short-term interest rates intact. Parry's comments ``contained more than a hint of optimism that the best days of the current expansion might lie ahead,'' the newspaper said. Parry's upbeat outlook lies in the strong growth in U.S. productivity, or output per worker. ``I think it would be dangerous to assume we're going to see productivity accelerate for the indefinite future,'' Parry said. However, he added, ``I don't see any reason to assume that we're going to move back to the lackluster productivity that characterized the 1970s and 1980s.''