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Strategies & Market Trends : 50% Gains Investing -- Ignore unavailable to you. Want to Upgrade?

To: Dale Baker who wrote (370)	12/31/1997 1:18:00 PM
From: jgideon	Read Replies (1) \| Respond to of 118717

Happy New Year, Dale. Here's to hoping that the new year brings in the new, and sweeps out the lingering unpleasantness of the last couple months. I agree that the mood of the market could be quite fickle next week when full attention returns to computer screens everywhere. This week has looked good, but I just don't trust it. By the way, want a madly speculative play? Look at Nexar (NEXR). They make a new type of motherboard that is designed to be upgradable without any major surgery. Aimed at the corporate market where IT managers hate throwing out old machines every couple years. They IPO'd at 9 and have swooned as low as 2 1/2. Then this week, with no substantial news, they've jumped from 2 1/2 to 4 1/4. Too much risk for my tastes. Also note that CompUSA reported a strong quarter: biz.yahoo.com Both CPU and CDWC have been quite strong this week. It might be a good time to re-examine MALL that we discussed a while ago. If the good news has a trickle down effect, MALL could be a beneficiary soon. I still don't know where the 70% growth in earnings is supposed to come from for MALL (eps of 0.53 for this year and 0.91 for next). However, I did notice this today that I hadn't before: biz.yahoo.com Seems MALL is forming a subsidary to rival ONSL in the internet computer auction market. Could MALL be seen as an internet play in 98? They already have 4 web sales sites, which seem better than most sites I've visited. And it looks like uBID has just started up with an auction: ubid.com Interested in other thoughts. jg