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Strategies & Market Trends : Rande Is . . . HOME

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To: Kevin Shea who wrote (8387)	6/18/1999 9:52:00 AM
From: Rande Is	Read Replies (2) of 57584

Kevin, I am trying to buy the set-top box makers today. I am already holding GIC, TERN and HAUP. . .looking to expand and to increase on these. To the degree that Intel and other chip makers get slaughtered, the set-top box makers seem to be getting an infusion by investors. . .Are fund managers hedging their bets with some of that Dell, CPQ, Intel money? My guess is yes. If so, also watch BRCM which HAS been considered a chip maker. . . but if word gets out that there is a rally in set-top box makers, then BRCM will race to catch up, IMO. MOMO players. . keep your eye on GMGC. Rande Is

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