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Strategies & Market Trends : Rande Is . . . HOME

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To: Rande Is who wrote (21365)	2/29/2000 12:55:00 PM
From: Joe Smith	Read Replies (1) of 57584

Rande... Looks like you have given up on LDIG for the time being. This looks like such a great story and nothing has changed except the price action. This looks like one of the best holding company stories. The holding company rage seems to have softened for now as momo traders moved on. But, I think that the LDIG's and ICGE's and CMGI's are going to be the financial kings of the decade. I remember you covering ICGE at the end of last year as a wonderful 3-5 year hold. ICGE's action really reminds me of CMGI last year when it drifted from April until nearly the end of the year. IT may drift like that, however, if you have no ICGE and LDIG, I see no reason not to start some kind of LT position at this time. Treat them like kind of really over-sized rats...<ggg>

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