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Strategies & Market Trends : Rande Is . . . HOME

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To: Rande Is who wrote (17782)	1/4/2000 9:29:00 AM
From: Mark Konrad	of 57584

Good morning, Rande. Thanks for the thoughts on LU which have been helpful since my AIRO was bought by CSCO some time back. I switched to LU and added LPTHA after doing some research. I think you're right on with your analysis though the market is large enough and growing enough to support several players (CSCO, LU, CS). This am looks like an ugly start but I don't think this is the beginning of a correction.....yet. Thoughts? Mark

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