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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank -- Ignore unavailable to you. Want to Upgrade?

To: Jenna who wrote (8522)	4/25/1998 11:32:00 PM
From: Jenna	Read Replies (4) \| Respond to of 120523

MarketGems Real-Time Trading Forum will be be FREE for those subscribing to our daily watch list/weekly newsletter. We will be "moving" from #rttrader to #marketgems by the middle of the week. Until MarketGems goes live (waiting for certain negotiations to be completed) admission to #MarketGems will be FREE for all. #MarketGems is NOT #rttrader although I support #rttrader as this was my creation. #MarketGems is a PAID FOR forum and as such it will be controlled by the owners. MarketGems will only have 2 ops. Raven and Jenna. Any additional "ops" will be determined by the owners and not given out 'indiscriminately". There will be protocol in the #marketgems realtime trading forum though it will be relaxed. There will be no personal vendettas, stock hyping, or discussions that are not contributory to trading. Netsplits will be minimal on this new server. Otherwise you can discuss your own stock picks and parry opinions between our members and call your own 'buys/sells'. I will be 'rounding up' guests from time to time to discuss their strategies, picks etc. Having S.I. as a "home" gives MarketGems access to the best traders out there. (Options Jerry this means YOU!) Use the marketgems.com for instuctions on how to change the server. please e-mail me if you have any questions..

To: Jenna who wrote (8522)	4/26/1998 8:57:00 AM
From: tom pope	Respond to of 120523

Down loaded the newsletter successfully by going directly to your site. I first tried going to the address you cited marketgems.com. and was asked for a password. Nusub. This might be interesting to those who follow the oil sector, tho I don't know how significant, given that VTS' end of the business is somewhat special. For some reason the stock had a brief pop after the announcement, then sold off. Veritas DGC sees Q3 shr $0.65 to $0.70 HOUSTON, April 24 (Reuters) - Veritas DGC Inc. said on Friday it expects to report earnings of $0.65 to $0.70 per share, on a fully diluted basis, for the third quarter ended April 30, 1998, topping $0.32 a share from last year's third quarter. Analysts had expected the provider of seismic data processing for the petroleum industry to report earnings of $0.49 a share for the period, according to First Call's consensus of securities analysts' estimates. Veritas said the higher earnings it expects to report are due primarily to the impact of high margin data library sales, although generally all service groups are demonstrating strong performance. The company will release its financial and operating results for its third quarter after the market closes on Thursday, May 28.

To: Jenna who wrote (8522)	4/26/1998 9:33:00 AM
From: LastShadow	Read Replies (2) \| Respond to of 120523

Some thoughts on Y2K In terms of trading opportunities, most of the current emphasis is on the exorbitantly priced consulting firms, and most of the media hype is on the potential disasters that may befall a company that isn't ready. Most well managed companies have only a few problems. Every application my groupd designed in the last 10 years incorporated a 4 digit date field, and every application we interfaced with we fixed as we went along. The only issue left for us to resolve was replacing NC controlled machine tools with boards that rectified that problem. A lot of companies haven't tested that yet, but there are a lot fo fixes out there now available. Those companies are going to have decent earnings for the next few years and worth watching - I will post a list in a month or so that are worth following. In terms of software testing and recoding, ther are the large consulting firms that will leverage their short term skillssets into some cash, but without doing something other than 'maintenance' beyond that, their value will decvrease substantially. Companies that are doing little to get ready will have problems, of course, but there is also going to be a way to fix that. And that is with people. The systems that now automatically process the date fields will need to be manually overrode. That means temporary clerical folks with minimal skill sets. Companies like JOBS ( or is it JOB?) and other 'for hire' agencies will benefit tremendously as the clock rolls closer. Those companies recruiting and training cobol programmers (many took early retirement, so we are looking at a broad spectrum of the employable workforce here) and data entry personnel are going to be making huge profits, and growing substantially. When you look at a problem or potential problem, there is always going to be a solution, although not always an elegant one. And that solution is going to beg the question of where to trade. So California has a major earthquake and concrete companies price shoot through the roof. Florida has a hurricane and Home Depot and plywood makers rocket. Deserrt Storm makes Rayethon's stock zoom up because of the hype over their Patriot Missile system, regardless of its effectiveness. Clinton leaves office and the media and legal profession will have to regroup... At any rate, my point is that there are threads running through society and business and life that are worth looking a little deeper into. Extend the scenario, find the underlying needs and contingencies. Thats what makes the tech sector so readily observable. Its in the news, its commented on, its monitored. Just a Sunday morning thought. lastshadow