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Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?

To: Wes Stevens who wrote (2029)	1/15/1999 3:50:00 PM
From: ~digs	Respond to of 57584

For anyone interested, here's a whole load of links on these five subjects (Collected by GoInvest Weekly): 1) Market News 2) Technology And Tech Stocks 3) Personal Finance And Mutual Funds 4) Y2K News and Analysis 5) A Look Ahead At Market Moving Events ________________________________________________________________ MARKET NEWS ---------------------------------------------------------------- Stocks In The News bloomberg.com quicken.com Market Wrap Up. Which sectors were strong? Which sectors were weak? briefing.com News That Could Affect Particular Stocks Tomorrow bloomberg.com Recent Commentary From Newsletter Writers marketrap.com What Have Insiders Been Up To? cda.com ________________________________________________________________ TECHNOLOGY AND TECH STOCKS ---------------------------------------------------------------- Net Business Trading Soaring by Tim Clark "While the popular press is focused on consumer holiday shopping, business trade over the Internet is soaring, according to an market research firm that's revised projections made 18 months ago." news.com Bid.net Ups The Bidding by Greta Mittner "Small businesses that want to auction their products and promote their brands online could get a boost from OpenSite Technologies' new online auction hub, Bid.net." herring.com CNNfn Special Report On Net Stocks cnnfn.com Net stocks sag on downgrades by Sandeep Junnarkar news.com ***************************************************************** IPO.com - For The Latest IPO News And Information IPO.com (http://www.ipo.com) provides the most comprehensive, easy to use Initial Public Offering (IPO) information on the web. * Up-to-date IPO pricing and filing reports * IPO calendar showing upcoming offerings * IPO research and a list of withdrawn and postponed IPO's IPO.com also provides a free weekly IPO newsletter which reports on each of the companies going public. For more information please visit ipo.com. ************************************************************** Sun Telco Server Guarantees 99.999% Uptime by Stephen Shankland "Sun Microsystems will try to break into the telecommunications market with a new server guaranteed not to go down for more than five minutes of the year." news.com E-Trade Breaks Into Investment Banking by Megan Barnett thestandard.com Ready, Set, Go.com by Jim Evans "Go.com, the new portal built by Disney, Infoseek and Starwave, was officially launched on Tuesday, in an effort to become the dominant content entity on the Internet." thestandard.com IBM Says PC On Its Last Legs by Stephanie Miles "The personal computer is about to be shoved aside to make room for new portable and embedded devices, according to IBM researcher Paul Horn, who spoke at a recent Millenium Speaker Series in New York." news.com IBM Wins Most U.S. Patents by Reuters "IBM won the most U.S. patents for the sixth consecutive year in 1998, beating its prior record by 40 percent, as it once again topped a list led largely by Asian firms." news.com Go Network, AltaVista Alter Portal Landscape by CNET News.com Staff news.com Compaq Goes Shopping.com by Joshua Albertson "Q: Why would Compaq Computer (CPQ) pay $220 million for a company that was recently under SEC investigation and has lost $18.9 million over the last nine months on revenue of $4 million? A: It's the Internet, stupid. smartmoney.com ________________________________________________________________ PERSONAL FINANCE AND MUTUAL FUNDS ---------------------------------------------------------------- Abby Cohen Sparks Interest In Corporate Bond Market by Gregory Zuckerman "Corporate bonds are selling cheap - but should you be buying?" msnbc.com All-Weather Portfolios by Mark Hulbert "Have your stocks kept up in this bull market? And did they survive last summer's correction? If you are disappointed, consider taking advice from an expert." forbes.com Is Value Investing Dead? by Lewis Braham smartmoney.com Preparing for Value's Resurgence by Lewis Braham smartmoney.com ________________________________________________________________ Y2K SITES OF THE WEEK ---------------------------------------------------------------- Some Hope Surrounding Y2K by Kevin Maney usatoday.com Y2K's Worldwide Financial Impact year2000.dci.com Living off the Land by Rona Johnson "Y2K: Should I be prepared or am I just being silly?" gfherald.com Retailers' Apathy Tempts Y2K Troubles by Michael Clark "Most retailers are like other small business owners: They're not paying attention to the Year 2000 computer problem." pilotonline.com Y2K, How Will It Affect The Daily Consumer? by Business Wire nt.excite.com ________________________________________________________________ A LOOK AHEAD AT MARKET MOVING EVENTS ---------------------------------------------------------------- Some browsers or email programs prevent extended links from wrapping around to the next line. If you encounter problems with any links, we invite you to read the newsletter at our web site. goinvest.com This was a week of volatile currency action. The week began with Japanese currency intervention to stop the Dollar from weakening versus the Yen. The stronger Yen could help attract capital back to Japan, but their export based economy cannot compete with weak regional currencies. Japan Intervenes To Stem Dollar's Slide Against The Yen by WSJ "The Bank of Japan on Tuesday intervened in the currency market to support the dollar for the first time in nearly three years, triggering a wave of short-cover buying that drove the U.S. currency up about four yen from the start of the day." msnbc.com We have been looking for strengthening protectionist sentiments in the U.S. as cheap imports flood the U.S. and put pressure on the manufacturing sector. The threats made this week to insulate the steel industry is likely the first of many steps away from freer trade. U.S. Threatens To Impose Penalties On Japanese Steel by WSJ "The U.S. warned Japan on Tuesday it will impose penalties on steel imported from that country if the volume of those imports doesn't fall quickly to levels that existed before the Asian economic crisis erupted in 1997." msnbc.com The big story this week was the devaluation of the Real by Brazil. We have warned readers several times in past issues that the IMF package would not save Brazil and that devaluation was going to happen. Brazil has failed to deal with their structural budget problems and the devaluation will only hurt investor confidence in the region. With massive budget deficits, capital flight, and sky high interest rates, Brazil will likely lead Latin America into recession for 1999. Brazil's Troubles Sink Wall Street by Terri Cullen msnbc.com Real Devaluation Roils Markets by WSJ "The devaluation of Brazil's currency rattled global corporations already struggling to cope with Asia's continuing economic turmoil." msnbc.com In addition to competition from cheap imports, many businesses in the U.S. are having to deal with new domestic competition. Land's End provides a great case study of how the internet is affecting domestic retailers. Lands' End Firings Linked to Net by Wired News "Catalog retailer Lands' End said on Tuesday it plans to fire almost 10 percent of its salaried employees, liquidate an outdoor clothing catalog business, and close three of 19 outlet stores as part of a move to emphasize Internet retailing in its operations." wired.com Lastly, look forward over the next two weeks for politicians to begin positioning themselves to deal with the higher than expected budget surplus. Aside from the mantra of "Saving Social Security," the battle lines will be between tax cuts and spending for pet programs. You might guess which side I fall into by the following article. U.S. Business Group Seeks 10 Percent Tax Cut goinvest.com AnN14280801@NEWS-P2&HEADNEWS=TRUE

To: Wes Stevens who wrote (2029)	1/16/1999 7:04:00 PM
From: Rande Is	Respond to of 57584

Congrats on holding IMON. Sorry I was unable to help from vacationland. . .I was alerted several times but was unable to sqeeze out enough time to make a proper evaluation. Must be 2-3 dozen stocks thrown at me in a day. . .all of them said to be the next big winner. To all: May I suggest: when we submit stocks to be considered here. . .that they include EASY to follow research and story. Links are great, but also some words on why you think it to be a potential gainer. Rande Is