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Strategies & Market Trends : Rande Is . . . HOME
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To: ynot who wrote (6993)5/17/1999 9:04:00 AM
From: Rande Is  Read Replies (2) of 57584
 
My opinion of your list is this:

AOL goes down sharply over next few months, as does TUNE and all other internets.

Oracle is a sort of turnaround play at this point. They seem to be actively trying to work themselves out of a rut. . .but I wonder if it is too little too late. . . so I am neutral on them.

IBM has run hard of late [making our long port look good]. . .and I expect a pullback similar to MSFT, LU, INTC, MOT. . . all of which are worth getting near their lows and holding with both hands. MSFT has new Windows coming and is still the premier software company that is spending billions to make sure they their CE operating sys is used in the new set-top boxes. . .very smart. . . .IBM has their hands in many new areas that are cutting edge, I believe they Big Blue will return as a leader. . . LU is simply amazing. . . .INTC is branching off into developmental areas that service the broadband industry. . . you know how I feel about broadband. . .MOT is still being ignored and might be the one that sees the biggest gains of this group over the next 6 months. . .the whole wireless internet is strong with MOT, plus the cell phones and cable modems numbers are growing at incredible rates. . putting them right where they need to be. . . .about time.

I don't know if today's blood will signal lows or if there is another coming. . . I feel as though the market is looking for reasons to drop, which tells me there will probably be more.

Rande Is
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