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Strategies & Market Trends : Joe Copia's daytrades/investments and thoughts -- Ignore unavailable to you. Want to Upgrade?

To: Joe Copia who wrote (6907)	8/3/1998 12:09:00 PM
From: James Clinton Moon	Read Replies (1) \| Respond to of 25711

Cashco Management CSHK Partners With MICROSOFT FOR 11TH hour software Bid - .14 Ask -.17 looks like a great buy Thanks Jim

To: Joe Copia who wrote (6907)	8/3/1998 5:19:00 PM
From: JohnO	Read Replies (2) \| Respond to of 25711

Okay here's the first news release by Wal-Mart on BTO. Wal-Mart Online to Roll Out Built to Order Computers Contact: CHRIS WALKER (719) 548-1616 Bentonville -- August 3, 1998 -Wal-Mart Stores, Inc. announced today that it will begin offering custom configured computers through its Wal-Mart Online internet site (www.wal-mart.com). The computers, available in tower, desktop and laptop models, will feature a wide variety of hardware and software options. "We are always looking for ways to increase value and convenience for our customers." said Phil Martz, Director of Wal-Mart Online, "Built to order computers are another way that we can bring that to Wal-Mart Online customers. Custom configuration allows us to offer customers the computer that directly meets their needs." The computers will be marketed under the Avail brandname. ACI Microsystems, a wholly owned subsidiary of American General Ventures, Inc. (OTC bulletin board: AMGV) will handle production as well as technical support and warranty repairs. "The Wal-Mart Online order process is very user-friendly, allowing customers to easily configure and purchase their computers. After the order is received, their computer will be shipped from ACI within 5 (five) working days direct to their home or place of business," said Chris Walker, Chief Operating Officer of ACI Microsystems. Wal-Mart Stores, Inc., based in Bentonville, Arkansas, operates more than 2,800 stores and clubs in 50 states. Internationally, the company operates units in Argentina (13), Brazil (9), Canada (145), Germany (21), Korea (4), Mexico (404) and Puerto Rico (14), and under joint venture agreements in China (3). Wal-Mart employs more than 720,000 associates in the U.S. and 115,000 internationally. Wal-Mart (WMT) is listed on the New York and Pacific stock exchanges.

To: Joe Copia who wrote (6907)	8/4/1998 12:05:00 AM
From: BANCHEE	Read Replies (2) \| Respond to of 25711

Joe Agree that combo of Driv/TSQD will be good but that is a week or so away. I will be there. But SWRX/CCEE is now..IPO priced @ $7.00 for trading around 10:30 or on Tues. morn with 2Q on or befor Aug 15---hope you don't mind my posting this:: I wouldn't worry about SWRX at Price of $7.00 It will move tomorrow when it opens around 10:30 or so Co is profitable and will experience strong growth this year. I intend to add some to my core holdings for long term. As for a play tomorrow, I will do that also. CCEE has been a dog, went through a lot of BS with them for the last 2 years..But don't count them out now..Has patient technology which has been accepted by Btitish Telcom... 1st of revenues from BT deal will be in their 2Q filings due Aug 15 or before. Could be surprise on extent of revs. Also looking for loss of .03-.07 this 2Q---but 3Q & 4Q will be profitable with an est of $.57 eps for this year..Revs will take big jump in these Qs. Also working on two other telcom deals that could come about soon..Both cos have tremendous potential that could be around the corner.....With the combo of Softworks, Computer Conceipts and Cybersafe, they are mixing up a Witch's brew.... No debt about 16 mil in shares and 12 mil float. Reguards Banchee