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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: kha vu who wrote (20670)	12/29/1998 10:35:00 AM
From: Jenna	Read Replies (3) \| Respond to of 120523

NSOL. LE... AMTD...BKS...SPGLA, SANM lands end up strongly since I mentioned it a Monday. very bullish now on the apparel and retail group.. probably move over from the internet to the apparel group until the weekend. NSOL.. bucking the internet trend up nice.. Out some CMGI.. but essentially holding to 75% of holdings. AMTD..looking good in identification with NDB. EGRP looks strong.. BKS..still strong hope you held on (those who asked)

To: kha vu who wrote (20670)	12/30/1998 1:43:00 PM
From: kha vu	Read Replies (2) \| Respond to of 120523

Hi Jenna, WSJ: HEARD ON THE STREET 12/30/98 Three online brokers: SCH EGRP and AMTD were reviewed. EGRP recently surged 26% a day due to the anouncement that they attracted 1/2 m of visitors to their site BUT they do NOT reveal the number of these visitors converted to customers. Even they are converted, these customers can be switched to other service if they find another discount on the commission and fee. EGRP will NOT be profitability until Sept 1999. AMTD soared 63% on a day after they anounced that they would meet the earning target. However, a month earlier, they asked analysts to lower their numbers due to the expenses for technology problems and pay back to customers for poor executions. SCH is now valued as much as MER. In addition to brokerage fee and commission, SCH has ONE SOURCE program to sell mutual funds. Baron Capital Managament owns 20 M shares of SCH and has the $4 Billions assets of the funds raised thru ONE SOURCE.