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Strategies & Market Trends : Rande Is . . . HOME

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To: Rande Is who wrote (8809)	6/30/1999 2:03:00 AM
From: BANCHEE	Read Replies (1) of 57584

Rande quote.yahoo.com quote.yahoo.com quote.yahoo.com To: Rande Is (8809 ) From: Rande Is Tuesday, Jun 29 1999 4:01PM ET Reply # of 8834 < < < <SET-TOP BOX MAKER MANIA IS OFFICIAL> > > > In order of those I like: GIC + 1 1/4 TERN + 3 1/16 [best float] GMH + 7/8 PHG + 1 5/8 NSM + 1/2 [love their etch-a-sketch]<g> SFA + 13/16 BOCI + 3/8 Set-top box related [chips, etc]: In order of those I like: MIPS + 3 5/8 SGI + 1 13/16 [owner of MIPS] BRCM + 7 1/4 INTC + 1 7/8 QCOM + 2 1/2 ALA + 1 5/16 I realize some of these look like a stretch. . .but when you do your DD you will see how they tie into the "Set-Top Box" Sector aka/"Internet Appliance" sector. This group has been moving as a team now for several weeks. . . MIPS, SGI and TERN have really been impressive movers. Rande Is Rande Is

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