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

To: Kevin Shea who wrote (5977)	4/26/1999 12:51:00 PM
From: Rande Is	Read Replies (2) \| Respond to of 57584

A few quick thoughts. . . TPEG was swapped for TPEGP by some S.A.rs this AM. . .being it was the better deal of the two. . .Also it is so much harder to short. Name change should give shot in arm. . .hopefully that will get it some media exposure and some 'respect.' CMIC should do same on name change. Remember last week's buy of AVID on the rebound? Doing nicely today. HAS also showing nice gains. WCOM was good on bounce. RRRR getting major short-seller attention. . .scoping TPEG, too but that is because they know it will run up, IMO. Rumors that AMZN might be considering PPOD buyout floating around. Remember that there are many internet stocks reporting earnings this week, with AMZN as the grand finale. Last week it was the blue chip high-techs. . .this week it is the blue chip internets. Every 3 months, we need to anticipate these moves long before the market does. . . .sell into buying each time, and hold some long thru the reports. REGI, CHRZ and other Y2Ks all looking good today. I am working on some fairly unknown internet Rodneys, we might want to make into SAMs. . will advise. Rande Is