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

To: Rande Is who wrote (37654)	10/6/2000 5:25:18 PM
From: Kevin Shea	Respond to of 57584

COLC, WRDP, LVLT --- and related others INAP, STOR . still looking.

To: Rande Is who wrote (37654)	10/6/2000 6:24:28 PM
From: Paullie	Read Replies (1) \| Respond to of 57584

Rande, Thoughts on OWC? (hometown friends are asking me what I think.) $5 B revenues earnings remaining steady/slightly declining $130M market cap $0.75 share price at close I have no experience with this type of bankruptcy/situation but I am sure you have some insight. Any thoughts are appreciated. Thanks Paullie

To: Rande Is who wrote (37654)	10/6/2000 6:27:03 PM
From: Logain Ablar	Respond to of 57584

Hi Rande: We’ll if your looking into web hosting maybe GBLX @ this level might be interesting although the chart is ugly. I like it at this level but since their Asia venture is being hammered I’d say the bottom is not in yet. One I started nibbling @ about two weeks ago (I’m fully loaded but you can buy in now @ a better price) is ENTU. Appears to have a pretty sizable short position, and they were spanked big time last quarter for missing revenue / earnings. Well they haven’t warned and they have had some good announcements with relationships with CSCO & MOT (not exclusive). The chart is tightening of course in this market the break can be down as well as up. 207.61.23.98 Glad to see you went long @ the close. Still not enough fear so I doubt the rally (if we rally) will be that strong. Tim