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Strategies & Market Trends : SPARKY'S CORNER -- Ignore unavailable to you. Want to Upgrade?

To: Walk Softly who wrote (3707)	10/23/1998 8:13:00 AM
From: Walk Softly	Read Replies (1) \| Respond to of 4142

Stick with those picks..... HCFP at very good price here for longs.... MEDI soon to go long.... BAX may get bounce here.. they were hurt on a nervousness of future propects... selloff way overdone... look for upgrades based on price at these levels.... they took right to its lower trading band... so on first look, seems a typically overdone trading phenom and not a fundo oriented move..... ERTS GENZ should bounce.... look for weakness in the oil patch.... oip prices slipping again.... plus, sector has had nice little run needs consolidation..... AVEI may be reversing here... really sells off on great eps.... BDX good deal here... CKR on any weakness... CBIZ we have a bottom here.... AGTX way oversold here... IDTC took off as predicted.... NXTL could go today.....

To: Walk Softly who wrote (3707)	10/23/1998 10:57:00 AM
From: Jim Rogers	Respond to of 4142

I would watch out for the box makers with IBM coming out in Nov with a $599 Aptiva with 350mgz and 3.2gig. I fear it will take a lot of the support out from under the other box makers.

To: Walk Softly who wrote (3707)	10/24/1998 7:50:00 PM
From: Bruce A. Brotnov	Read Replies (1) \| Respond to of 4142

ES, internets have the limelight, esp when stocks are weaker earnings which is less threatening for them as long as they have strong revenue growth. I'm looking for y2k stocks to replace them as the "hot group" before long. I own DDIM and TAVA for a foot in the door. I have been in and out of PSIX, USWB, RMII, LCOS, XCIT, MSPG, SEEK ALL year in my own account. I prefer these from a "trading" perspective rather than longer term investing as they can take such wild swings. PS: I'll be at your old stomping grounds where you got your MS this Tuesday. Bruce