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

To: Rande Is who wrote (41429)	11/15/2000 4:59:21 PM
From: Rande Is	Read Replies (1) \| Respond to of 57584

AT&T to Spin Off Liberty Media Wednesday November 15 4:44 PM ET NEW YORK (Reuters) - AT&T Corp. said on Wednesday it would spin off the Liberty Media Group (NYSE:LMGa - news) television programming unit it acquired through its acquisition of Tele-Communications Inc., in a move to reduce regulatory concerns over its cable television holdings. AT&T (NYSE:T - news), telephone and cable television company that plans to split into four separately traded companies, said the spin off also could help it comply with the conditions set by Federal Communications Commission (news - web sites) on its recent acquisition of MediaOne Group. The company said the spin off is subject to a favorable tax ruling.

To: Rande Is who wrote (41429)	11/15/2000 5:03:30 PM
From: $Mogul	Read Replies (2) \| Respond to of 57584

True, I agree with that Rande..it is all about prespective... mine is that it is NOT fully counted in... still too many companies with horrificlly high multiples.... I really don't think that many are aware of how ridiculous some of these stocks are. Time will tell.. but I want to know who is buying GE, Coke, IBM at near highs? Not I... as for the Techs, yes Tech IS NOT Dead... not by a long shot, it is just overvalued... which is fine..normal progression of the way the mkt works... in my estimation CSCO will be $40 before it is $70, I am looking for Nasdaq 2500 initially before Q4 to see these Q4 reports.... If ia m correct and more then previoulsy thought slowdown in corporate profits... it will continue int the first 1/2 of 01" before we see a change... as a lot of global factors have to re-align in my opinion.

To: Rande Is who wrote (41429)	11/15/2000 6:18:24 PM
From: Joe Smith	Respond to of 57584

Rande, good eye today. When I saw the market drop this afternoon, all I could think of was an eventual retest of 2850. You tempered my pessimism. I do think that we are more vulnerable to bad news though. As far as your response to Mogul, I have some questions: Wall St. always seems to overreact. Have we seen the overreaction? Has the lowering of growth already been overdiscounted? Finally, let's say that the Fed has a target of 4.5% unemployment or even 5%, can that target be reached with continued growth of GDP? Is productivity enough to make up the difference? Or will the Fed have to overshoot to create a good labor pool for future growth. I believe that that Labor pool is the key for the Fed. These are my concerns. I am not currently bearish and am still long, but still only partially invested for fear that there is still a surfeit of bad news.

To: Rande Is who wrote (41429)	11/16/2000 12:54:14 AM
From: oaktownaj	Read Replies (1) \| Respond to of 57584

Rande, I was looking at the list ( Phoenix) - and noticed PDII, under detailing...it provides U.S. pharmaceutical sales and marketing solutions. The chart looks great quote.yahoo.com However...Street.bomb ( for what it's worth) article says this - thestreet.com I was following JNIC on the charts and it looked good until the last few days...is PDII in danger of falling like JNIC? Is it ( am I; are we) being set-up? AJ BTW - thanks for breaking down the lists...very helpful.