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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 (18998)	11/23/1998 1:48:00 PM
From: Logistics	Read Replies (3) \| Respond to of 120523

Jenna, Thanks for the NM support. Congrats - Barron's article. JL

To: Jenna who wrote (18998)	11/23/1998 2:50:00 PM
From: lebo	Respond to of 120523

Hi Jenna I missed the low of the day of ITCD And got in COOL ahead of tomorrow CNBC Interview

To: Jenna who wrote (18998)	11/23/1998 4:20:00 PM
From: lebo	Read Replies (1) \| Respond to of 120523

Jenna, What do you think the effect of the CNBC Interview with CREE tomorrow will be? Thanks

To: Jenna who wrote (18998)	11/23/1998 5:12:00 PM
From: Northern Cougar	Read Replies (1) \| Respond to of 120523

Hi Jenna, bought FRAG today, looks solid, shouldn't have any downside. Do you expect it to move up more this week or is this a position hold ? Do you have an opinion on SPYG. Thanks

To: Jenna who wrote (18998)	11/24/1998 1:13:00 AM
From: Toni Wheeler	Read Replies (1) \| Respond to of 120523

CMIV... NCR and IVI Checkmate Reach Multi-Year Agreement Estimated to be Over $15 Million ATLANTA and TORONTO--(BUSINESS WIRE)--Nov. 23, 1998-- Partnership Agreement will position IVI Checkmate as Preferred Payment Terminal Provider IVI Checkmate Corp. (NASDAQ: CMIV); (TSE: IVC/IVI) today announced a three year agreement with NCR Corporation (NYSE: NCR) estimated to be over $15 million. The agreement specifies that IVI Checkmate will manufacture and supply, using IVI Checkmate's GEN4 fourth generation architecture, the key technologies of the NCR 5945 retail debit/credit terminal and the NCR 5992 Signature Capture "Plus" electronic payment terminal. The terminal products and supporting software will be sold as part of NCR retail solution offerings through NCR's direct and indirect sales channels, replacing existing electronic payment products in NCR's retail product family. Both companies stated that the agreement is an initial step in formulating a long-term partnership that will provide additional revenue opportunities in retail and other markets that are common to the two companies. "Our objectives for the new NCR electronic payment terminals included meeting retailers' requirements for a flexible, upgradeable, and easy-to-use platform that enhances the overall value of their store solution," said Fred Hutcheon, Assistant Vice President, POS Systems, in NCR's Retail Solutions Group. "By leveraging the GEN4 product architecture and technology of IVI Checkmate in the design of the NCR 5945 and NCR 5992, we meet our objectives and achieve a significant technology refresh."

To: Jenna who wrote (18998)	11/24/1998 8:38:00 AM
From: j g cordes	Read Replies (1) \| Respond to of 120523

This is the first issue of Bulll Market where straight shooting is like grand jury testimony 1. Liquidity_ plenty of cash and more coming in, this market is a pig getting fed morning noon and night. We think we've found the problem. The new $ 20 and $ 50 dollar bills being included with every box of cracker jacks are not having their old money replacements being taken out of circulation. We tried it yesterday, just go to your bank and give them an old twenty, they'll give you a new twenty and ask you to "get rid of it" by spending it at the local mall. 2. Interest rates_ supportive, Greenspan's wife insists they move to a bigger house. His views are mansion positive. His much talked about briefcase carried to Fed meetings actually holds architects' drawings, travel brochures and a signed photo from Wayne Angel who's starting his own made for Wallstreet, TV sitcom where he spiritually hovers over bankrupt derivative trading cartels in Greenwich Connecticut. 3. Valuations_ who cares, S&P is only 27 times next years earnings, lots of room. Lets think Japanese, they showed how to blow a real bubble.. how about a 100 pe! 4. Leadership_ when it comes to quality leadership you just can't beat internet stocks. There's little doubt that someday they will have incredible earnings, being able to turn straw into gold. We've added ESB (excessive strong buy) ratings on EBAY, YHOO, AMZN, INKT, AOL... these stocks are grossly undervalued on a pre-split basis. 5. Splits_ here's where the Dow gets its power from. If you buy now you can get twice as many shares. Our favorite split candidates include IBM at 160 and YHOO, AOL, virtually any internet stock at 200. The nice thing about splits is that if your stock drops from 30 to 15 its only a 15 point loss, but if your stock dropped from 200 to 100 that's a 100 point loss... much worse. 6. Foreign market_ one can't over emphasize the potential here. These once proud free markets, with brand new electronic displays well dressed staff throwing paper airplanes across the room are on the rise again. They've realized, like wall street has, that they won't be shot at dawn for stealing so long as its done in a "free market" atmosphere. The Batista Marcos Old World Growth Fund is our favorite. 7. Tip of the Day_ what would a newsletter be without one! GOOYx, a biotech, is our back room quant's pick. There are rumors they are in the early stages of planning to announce primordial matter. Our source is Reggie at Sandia Labs recycling center. Good trading, Jim