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

To: Kevin Shea who wrote (5551)	4/14/1999 2:02:00 PM
From: Rande Is	Respond to of 57584

OMX and CHRZ. . .sleepers from Port 2 and Port 1, respectively. . . OMX today announced portal deal with Lycos. . .they already advertise on several portals. . .they dedicated floorspace and signed exclusive deal to sell only IBM and Compaq PCs. . .no doubt for better pricing. . .they are changing their business model. . to be leaner and meaner to compete with Staples and Office Depot. This will slowly get noticed by the Street. Today's news got a tiny bit of attention. . .next one will get more. . .etc. CHRZ is misunderstood as a Y2K software company. . .they are quite diversified, however. PE near 8. Was sitting at 10 for quite some time. I picked it at 22 or so for long 1. Past few days it has been moving up at about a buck per day and holding gains. In March, company said they were comfortable with analyst expectations. And next week they release earnings. . . Swing trade on earnings report next week. . .which I expect to surprise up, based on their history. Sold remaining TAVA today on CNBC interview to add more CHRZ. Rande Is

To: Kevin Shea who wrote (5551)	4/14/1999 2:19:00 PM
From: Rande Is	Read Replies (1) \| Respond to of 57584

IMPORTANT: : : : :MARKET DIRECTION: : : : I am thinking that major "smart" money left high flying Inets this morning and fled to rock solid blue chips for the summer. . .as we have discussed doing here over and over. Watch for a similar move tomorrow, perhaps different sectors, but sudden unexplained rises in Dow blue chips and falls in Nasdaq over valueds. Taking profits where I can on many positions and going cash until things settle. In the long ports, today would have been the day of reckoning I have discussed. . .I will update the long ports . . probably tomorrow to reflect changes. . . may even go short some things. If this trend continues into tomorrow, then I believe our top has been reached. . . .day before tax day? Duh. . . Isn't that where I predicted about a month ago, where the top would be to the day? Rande Is