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Strategies & Market Trends : Rande Is . . . HOME

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To: American Spirit who wrote (10766)	8/13/1999 1:54:00 PM
From: Rande Is	Read Replies (5) of 57584

I don't like your COMS. Especially after T and ATHM ripped out their servers and replaced them with CISCO. . .that one action puts that part of COMS revs in the same catagory as CS. . which has yet to recover from a similar blow by Cisco. And now that the Pacific Rim is working on wearable PCs at a breakneck pace, their Palm Pilots may have trouble taking up that slack. And nobody is going to make any big money trading T here. . . I added some, but still expect it to go lower before it turns. . . it is like trying to turn the Titanic. . .it takes a long time for it to move. . .when I called the 10 point gain on T earlier in the year, I had been watching and waiting for months until everything was right. . .we got in and took our profits and sure enough, it has since lost every cent. Again, I am focused on broadband. . .and remembering that what worked last year may bomb this year. . .and what was ignored last year is where we may find our biggest percentage gainers. Take a look at that broadband list and how it has outperformed over the last few days AND the last few months and you will see what I mean. Rande Is

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