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

To: Mark Konrad who wrote (46449)	2/1/2001 11:05:54 AM
From: Wendisman	Read Replies (2) \| Respond to of 57584

Mark....I agree on JNIC additions at these levels....added STLW at 13.... started a position in PRVW based upon my wonderful ITRU's morning move....have a feeling that short-term sentiment may find its way into the DRM field. PRVW had nice news with NTT this am, but very little recognition from it: finance.yahoo.com Book value of +5....more cash than market cap.... This may only be a short-term trade....depends on the volume today. Thanks for bringing back the bonehead updates....looking forward to reading through your selections. Congrats again on the marriage! Kids can't be far behind, I'm sure. Have my first coming in about two weeks. Wes

To: Mark Konrad who wrote (46449)	2/1/2001 11:21:44 AM
From: maverick61	Read Replies (1) \| Respond to of 57584

Mark, CS is on a run due to its upcoming Riverstone IPO spin-out. Some columinists have compared it to when COMS spun out PALM. There is a lot of unlocked value there, when you look at the cash and investments CS has on hand, plus the potential out the door valuation of Riverstone - you basically can buy the rest of CS business for free. I have been long CS for a month or so, and have been adding trading positions as the Riverstone IPO draws nearer for the inevitable run up . BTW - Welcome back !!!