The Play Of The Day

Feb. 10, 2000
09:04 AM EST.

Good Morning Stock Fans!

Today's Play of the Day is: AXent Technologies, Inc. (NASDAQNM:AXNT)

AXENT Technologies, Inc. is a leading developer and provider of information security solutions designed to address many of the information security issues facing organizations using enterprise computer networks. AXENT's products manage the risk of vulnerabilities and protect computer networks including global Internet-based systems, internal networks and individual servers, workstations and desktop and laptop computers. AXENT's products focus on the areas of security policy management, vulnerability assessment, host and networked-based intrusion detection, firewalls, strong authentication and authorization, as well as single sign-on and user administration that primarily perform security management functionsVerio, Inc. provides comprehensive Internet services with an emphasis on serving the small and medium-sized business market. Services offered by the Company include providing clients with telecommunications circuits that permit them to make connections to and transmissions over the Internet, and Web hosting services that provide clients with Internet presence in the form of a Website.

Stock Fans, if you haven't heard the news than you have been on vacation!. Internet security is last months Linux. The fact of the matter is that these will grow as the hackers get more creative. The question is how to play the "hot " stocks. Here is my plan. First of all, the fad is for real and here to stay. I don't believe this is a "one nighter" or "one dayer" fad. There were many of the Internet security firms that I looked at and many look good. PILT was a POD from earlier this week and it should provide a nice profit for players. I like AXNT because it has earnings (positive) and it has not hit its 52 week high. I plan to buy 1/3 on the open and 1/3 on the 10:00-10:30 dip. I will hold back 1/3 of my total position to either buy up or down. Keep in mind that these plays are a tad more risky. But the mojo is in the Security stocks!

Buy Area:$30.00 to $32.00
Sell Stop:$28.00
TARGET:$36.80 to $38.40
Time Frame: 1 to 2 days
Type of Trade: Swing Trade

BONUS PLAY # 1 Secure Computing Corporation (NASDAQNM:SCUR)

Secure Computing Corporation designs, develops, markets and sells interoperable, standards-based products for end-to-end network solutions, including firewalls, Web filters, authentication, Extranet access control and security related professional services. Secure Computing's customers include Fortune 500 companies, small branch offices and government agencies, all of whom rely on its suite of network security solutions to maximize productivity on the Internet without compromising information security. Secure Computing's security products are designed to provide integrated enterprise security solutions for corporate networks.

Stock Fans, sound familiar? Thought so. The chart says that it is time and the news confirms it!

Buy Area:$14.75 to $15.50
Sell Stop:$14.00
TARGET:$17.05 to $17.85
Time Frame: 1 to 3 days
Type of Trade: Swing Trade

BONUS PLAY #2: Alliance Semiconductor (NASDAQ:ALSC)

Alliance Semiconductor Corporation (ALSC) makes high performance memory and memory intensive logic products for the computer, networking, telecommunications and instrumentation markets. The company specializes in static random-access memory (SRAM) and dynamic RAM (DRAM) devices, for data storage and retrieval, but also makes graphics-related flash memory products. Alliance's customers include 3Com, Acer, Hewlett-Packard, and Sony. About 60% of sales are to clients in the US. The stock rose 57 percent in the fourth quarter and has continued to advance through a positive trading channel (Figure 4) this year. A variety of technical indicators suggest further upside going forward. The news is good. The board of directors just approved doubling the company's share repurchase program to 4 million shares. Further, the firm beat earnings expectations in the most recent quarter by more than 50 percent. Analysts expect earnings growth of 300% to 400%, over the next two quarters. The company's Net Profit Margin, Return on Equity and P/E numbers compare very favorably to both Semiconductor Group and S&P 500 averages. Brokers recommend the stock with one "strong buy" and one "hold".

Looking at the stock's trading graph over the last 10 trading days we see after bottoming out at the beginning of this month at $15.50 the stock has been in a nice uptrend. It looks to have strong resistance at its current 30 day high of 19.00 reached on January 19, 2000. We like this stock to make a solid move if it can break 19.00. It looks as if it can. If it does we like the follow through to push it to perhaps as high as 23.50 over the next 5-10 days

Buy Area:$18.00-$18.25
Sell Stop:$16.1250
Time Frame: 2-10 days
Type of Trade: Swing Trade

STOCK TO WATCH TODAY: (NASDAQ:UBID) (NASDAQ:UBID) is a leading on-line auction and e-commerce site offering brand name products to consumers and businesses through live-action bidding using sophisticated auction technology. The company's Internet auctions feature a rotating selection of brand-name computers, consumer electronics, housewares, sporting goods and memorabilia, jewelry, apparel, appliances, art, travel and events, home improvement products, and off-lease computer equipment. Industrial and manufacturing equipment is also available at and

Today (NASDAQ:UBID), announced that CMGI will buy it in a deal worth 407 million in CMGI's stock. CMGI will exchange 0.2628 for each Ubid share. With now be adding to CMGI's portal Altavista it will increase Ubid's customer base considerably. We like the deal to not only pop the stock of Ubid on CMGI buying it. We also like Ubid coming off record numbers for the last quarter reported to continue to gain steam. The fact that CMGI is buying the company is indeed good news for Ubid shareholders. However even better is the huge showcase that CMGI will feature its new company on Alatvista is even bigger.

We will look to buy Ubid under $30.00 a share today. It should pull back after the initial pop, and retrace back to the 28.50 to 29.50 area. It might not be today, but we like Ubid to then make a run back to where it should be to the 40's over the next week.

Buy Area:$28.50-29.50 (It may not be today.)
Sell Stop:$26.00
Time Frame: 5 days
Type of Trade: Swing Trade


XCAR- 5 mill shares @ $18.00
CYCO- 7.5mill shares @$20.00
WITS - 3.8 mill shares @$20.00
LSPN- 10mill shares @$16.00



APNT- 100.00 Target
CGLD-Strong Buy rating.
MSGI - Held up well in a dropping NASDAQ yesterday.
XYBR- It looks ready to go higher soon.
HHGP- It fell back filled in its gap up of last week. It looks good to find 20 again.
ASDV- The real thing 200 target 40 days.
MCLL- Key today it has to break thruogh 12.50. if it does it may find 14 again.
PAGE-Oversold company had no idea why it pulled back so much yesterday.
AOL- Still a value under 60
THDO- Closed at day high.
HSAC- Watch close.
RAMP- It should fall back today.
PILT- a great call we made. It closed at day high it may add on more today.

Have a great day!

More to come....

Stock Jock!
and Team of Pro Traders

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