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To: Sonki who wrote (17968)4/15/1998 5:56:00 PM
From: Judy  Respond to of 50167
 
kea and chrz are the established leaders in the sector, I prefer chrz and told you sonki, entered on weakness a few days ago.

kea will report tomorrow, then we'll see whether the stock has gotten ahead of itself. Long-term the yr2k problem is real and the extent and magnitude remain to be quantified, so there's alot of run for the solid players to run. Just wait until the panic sets in later this year ... in software remediations, one seldom knows how complicated things are until one delves into the fix.



To: Sonki who wrote (17968)4/15/1998 11:41:00 PM
From: Darth Trader  Respond to of 50167
 
Re: airlines. Check out ACAI, got in at $48. Lots of positive press. Earnings out 4/16, expecting 15 cents.



To: Sonki who wrote (17968)4/16/1998 12:01:00 PM
From: Judy  Read Replies (1) | Respond to of 50167
 
Market Outlook Short-Term

The market are churning beautifully now. In Feb I posted that the market would be on autopilot up until the fundies booked their profits for 1Q and into early/mid April to accomodate the inflow of IRA funds. Profits are being taken off the table to await forward corporate guidance to see where funds should be rolled into next.

Sonki, the drugs are retracing nicely down. MRK reported sound growth but missed estimates by a cent or two and is down. WLA selling off with the market, good. Cmgi was very nice this am on the news release.