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

To: Rande Is who wrote (6566)	5/11/1999 3:51:00 PM
From: Kevin Shea	Respond to of 57584

PSFT on the move today >>>>Watch: I would rank the watch pick for risk/reward in this order: PSFT SAP BAANF MANU <<< You might want to add ORCL to the list as rotation occurs toward SW

To: Rande Is who wrote (6566)	5/11/1999 3:53:00 PM
From: kumqwatt	Read Replies (1) \| Respond to of 57584

PLCOP is up 142%

To: Rande Is who wrote (6566)	5/11/1999 4:12:00 PM
From: FatMatty	Respond to of 57584

Rande, Joined you on SIEB before today's close. Earnings tomorrow I think. Matty

To: Rande Is who wrote (6566)	5/11/1999 4:14:00 PM
From: Bob	Respond to of 57584

GIC news: ATLANTA (CBS.MW) -- Shares of set-top box maker Scientific-Atlanta rose 4.2 percent Tuesday after SoundView Telecommunications analyst Truc Do upped his fiscal 1999 and 2000 earnings estimates on the company. Do raised his fiscal 1999 forecast to 73 cents per share from 71 cents, and his 2000 view to $1.19 from $1.15. He maintained his "strong buy" recommendation on the shares. Scientific-Atlanta (SFA: news, msgs) shares rose 1 3/16 to 34 1/16 in recent trading. The stock is just short of its 52-week high of 35, set Feb. 24. The analyst told CBS.MarketWatch.com he sees "increased demand" for digital set-top boxes, along with "interesting interactive applications that ... will drive set-top deployment even further." Do also said Time Warner (TWX: news, msgs) is "well-prepared" to roll out set-top-box based services nationwide, which bodes well for Scientific-Atlanta. Scientific-Atlanta and rival General Instrument (GIC: news, msgs) are also viable takeover targets for "given that cable broadband technology is becoming the key cornerstone" companies like AT&T (T: news, msgs) and Microsoft (MSFT: news, msgs).