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Strategies & Market Trends : Three Amigos Stock Thread -- Ignore unavailable to you. Want to Upgrade?

To: Sergio H who wrote (9175)	9/28/1998 9:31:00 PM
From: Phil Jacobson	Respond to of 29382

Sergio, I almost sent the same post to you (LOL). We're probably too late. It's gonna tank pretty bad in the AM but it's hard to judge the impact of this FCC decision (not to allow the RBOCs to market QWST LD). Keep in mind the RBOC deal meant more to QWST before they bought LCI and its sales infrastructure. The results in the US West area were pretty spectacular though. Also, QWST is and will for the foreseeable future be focused mainly on business customers. This was reiterated strongly in a recent conference call by Joe Nacchio. Phil

To: Sergio H who wrote (9175)	9/28/1998 11:12:00 PM
From: Phil Jacobson	Respond to of 29382

SAVLY news on new product. biz.yahoo.com

To: Sergio H who wrote (9175)	9/29/1998 5:41:00 AM
From: Ditchdigger	Respond to of 29382

Today could play out as a perfect day to Move from US growth and income funds to overseas funds at todays close(long way away though<g>). Overseas markets down about 1/2% currently. If Greenies decision sparks a late day rally here(+100 pts.), we should see a rally tomorrow(late tonight) in the overseas markets(very good odds to take advantage of). I may have to go for the double,back to back W/ 2 1/2 twists in the pike position exchange this afternoon <lol!!>(only for a day though)...later DD PS: I have parlayed my Mutual fund NAV, back to within 2% of the July high. This play will come to an end as volatility drys up...have to have better'n a 100pt swing for it to become predictable,IMO..

To: Sergio H who wrote (9175)	9/29/1998 11:49:00 AM
From: Phil Jacobson	Read Replies (1) \| Respond to of 29382

Amigos, Anyone with thoughts on Cendant (CD)? They finally announced the amount they have to restate earnings. Still lots of mgmt turmoil. Does today's news define the bottom? Just tried buying some on margin and got a rejection from DLJDirect. They don't allow this stock to be bought on margin! Phil

To: Sergio H who wrote (9175)	9/29/1998 12:30:00 PM
From: JoeinIowa	Read Replies (1) \| Respond to of 29382

Sergio, Biotech - CORR, For those following the Biotechs this one is getting hit pretty hard today. Have been downgraded by H+Q. If the pattern is typical there should be some type of rebound once it bases. Not sure where that is. JoseinTuvalu

To: Sergio H who wrote (9175)	9/29/1998 2:33:00 PM
From: Sandra	Read Replies (1) \| Respond to of 29382

Sergio, take a look at PARS...insider buying been trecking up a little in the last couple days Sandra added note from pars dicussion PARS in the WSJ Here's the link to the story: Message 5856298 PARS also had a press release today reiterating that the results of the P2 HU 211 study would be released at the neurological congress next week.

To: Sergio H who wrote (9175)	9/29/1998 3:48:00 PM
From: DENNIS TULLY	Read Replies (2) \| Respond to of 29382

Anyone in Amigoland follow VRTL. Great run up today. What's Up Doc? DT

To: Sergio H who wrote (9175)	9/29/1998 4:48:00 PM
From: Ditchdigger	Read Replies (1) \| Respond to of 29382

Someones plunking down some bucks on XOMA.Excellent after the bell activity at the high of the day..DD PS: no go on the mutual fund exchange,oh well,my guess, Euro's will be down hard tomorrow........ Time Price Change #Shares 16:07 2.813 0.125 15,200 16:06 2.813 0.125 45,000 16:02 2.781 0.094 5,000 16:01 2.813 0.125 42,200 16:00 2.813 0.125 2,000

To: Sergio H who wrote (9175)	9/30/1998 4:51:00 PM
From: Ken W	Read Replies (1) \| Respond to of 29382

Sergio, QWST: Short,,,I hope to shout!! Just when the nerves set in, it went the right way for a change, even more. For those interested Shorted CNS today too. Two downgrades this week, closed on the 52 week low and the entire sector is weaker due to worries over Sept. earnings and a forward looking weaker Xmas. per CNBC report anyway. I know you are taking some time off Sergio, enjoy, spend some time with Karen and the kids, have a cocktail and rest. Been to Ariz. lately? :-) ROFL "JUST GIVE ME THE DAMN TOTALS" Ken