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Strategies & Market Trends : Drillbits & Bottlerockets -- Ignore unavailable to you. Want to Upgrade?

To: Poet who wrote (434)	1/8/2001 4:19:28 PM
From: Jorj X Mckie	Read Replies (1) \| Respond to of 15481

I find that the most effective time to read the CFZ is during rallies and manias. Helps to temper the bullishness. I did buy one of those stupid momo stocks...up 10pts already. Now we need to hit 2650 on the naz to get a new buy signal. If we get more strength tomorrow and do break 2650 on this run, I will be looking for 2900 on the naz.

To: Poet who wrote (434)	1/8/2001 4:40:28 PM
From: Jorj X Mckie	Read Replies (1) \| Respond to of 15481

Wait!!! this can't be right...ITWO...a B2B company is giving an upside preannouncement??? Aren't the bears saying that these B2B companies are as much of a farce as the B2C companies??? ----------------------------------------------------- i2 Technologies (ITWO) 11 1/8 -13/16: Company issues upside preannouncement for Q4; sees revenues and EPS exceeding estimates; revs to exceed $340 mln, operating income to exceed $51 mln; see press release. Amazon.com (AMZN) 14 15/16 +3/8: Company releases news that net sales for the December quarter of 2000 are expected to exceed $960 mln. This is within prior expectations of $950 mln - $1.05 bln. Pro forma operating loss for the fourth quarter of 2000 is expected to be less than 7% of net sales; see press release. Perot Systems (PER) 9 13/16 -1/16: Company to acquire substantially all the assets of Covation, an application service provider (ASP) serving the healthcare industry; see press release. Prime Response (PRME) 1 11/16 +5/16 : Company to be acquired by Chordiant Software (CHRD 2 3/4 +1/16) for 0.6 CHRD shares per PRME share; see press release. Quokka Sports (QKKA) 5/8 +1/32: Company warns for Q4; sees revenue in the range of $8.5 to $9.0 mln and net loss between $19.5 and $21.5 mln, current analys testimate calls for a loss of $0.26 per share; see press release. Airgas (ARG) 7 3/4 +1/8: Company warns for Q3; expects to report EPS in the range of $0.10 to $0.12, also below previous estimates by $0.03 to $0.05 per share; cites severe weather in December across many parts of the country; see press release. CheckFree (CKFR) 39 1/4 -2 1/4: Friedman Billings initiates coverage with a MKT PERFORM. While firm is enthusiastic about the CKFR story, including their position in the electronic bill payment and presentment marketplace, believes most of the positives are already priced into the stock.