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

To: Bucky Katt who wrote (5611)	4/15/1999 4:22:00 PM
From: John F. Poteraske	Read Replies (1) \| Respond to of 57584

William-Take a peak at pnet and csii. JP

To: Bucky Katt who wrote (5611)	4/15/1999 4:34:00 PM
From: Kevin Shea	Read Replies (2) \| Respond to of 57584

Time to pull up that Y2K/IT list..

To: Bucky Katt who wrote (5611)	4/15/1999 4:54:00 PM
From: Rande Is	Read Replies (1) \| Respond to of 57584

Mr. Frank must read this thread. <g> Regarding ACTC. . . Their website is almost too good. . .VERY investor friendly, but if I was a potential customer of theirs, I would want to know who else they do business with and precisely what they do. . .that is mysteriously missing from the website. Also, any company that has it's headquarters in Palm Beach, FL. . where you are stopped at a guard gate at the city limits and asked what your business is there. . .becomes instantly suspect. I would want to look much deeper into this one before sinking any bucks. Looks like a penny wannabe to me. . .might want to see if there are millions of convertibles placed offshore. Rande Is

To: Bucky Katt who wrote (5611)	4/15/1999 6:35:00 PM
From: Rande Is	Read Replies (2) \| Respond to of 57584

. . . . . . . THE MOUTHFULL BETWEEN BITES. . . . . . Commentary: Wall Street brokerage houses and the biggest fund houses have been looking BAD lately when compared to the gains made by us 'punks playing net stocks.' . . .their mutual funds look TERRIBLE against the S and P . . against anything. . . their analysts are missing so often they have to fire them just to save face. . . upgrades go down and Joe Kernan makes a laughing stock out of them for missing their predictions by a long shot. - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - So some young genius passes an idea to his boss at dinner. He says, "wouldn't it be great if tax week, when 401k money pours into the market, we tell our Nasdaq market makers to cover their short positions and go long on high-tech and high-flying Nasdaqs. . . then on the third day of this 'irrational exuberance,' we all pull the plug together. . .but not like we usually do, where we sell at the top and buy back at the bottom. . .this time, we leave." The boss, looks up for the first time from his perfectly grilled Morton's steak. Without saying a word, his eyes say 'excuse me?' The budding young buck continues. "We leave. But that's not all. We take all of our winnings and immediately pour it into those dog Dow stocks that have been stinking up our company's mutual funds for so long, and making us all look bad. We go in so fast, that the Inter'nut' daytraders, the greedy yuppies and the rest of the street that isn't 'in-the-know' will all have no idea what hit them." A big smile beams across the table from the boss, who's dinner is now getting cold as he sits back in his finely apholstered armchair. The sharp young aggressive manager elaborates, but this time in a cocky well-paced casual manner. "Imagine those two-bit hackers sitting there holding on to a two-day 30 percent rise in DoubleClick one minute, and the next minute, they are wondering why they are suddenly in the red. And by the time they realize that this sell-off is for real, they've lost their gains, their capital and their nerve." "They run around cyberspace in a daze wondering what is happening. But they are then further confused by the sudden spike in Dow Chemical, Alcoa, Boeing, 3M and other NYSE traded Blue Chips. Not only will we make a killing on the High-techs, the High-Fliers, the Internets and the maniacs that buy them, but. . .we will give our mutual funds a long needed shot in the arm, which will help out our fund managers to show some respectable quarterly results." "Who knows? Maybe the speculative bubble heads will follow us into the Blue Chips and we can leave them there holding the bag as we quietly slip away BACK into the now cheap AtHomes and Wal-Marts that we really wanted in the first place. And nobody could believe we were serious about Caterpillar and Georgia Pacific being worth 50 or 60 times earnings, could they," he finishes. The boss takes a deep breath as he finally goes to speak. His dinner is completely cold, and he seems to be looking right thru his protege to the back of the room. He pauses without blinking. Then in a hoarse soft voice, with just a trace of a Brooklyn accent, he finally mutters two words. "Coyner office." Rande Is . . . . . . . . <c>1999 Rande Is [please use links]