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Strategies & Market Trends : Rande Is . . . HOME

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To: Rande Is who wrote (10777)	8/13/1999 10:03:00 PM
From: Khai Nguyen	Read Replies (1) of 57584

CMTO... Rande/Kevin Talking about broadband i.e. ATHM, T etc... What do you think about those cable modem makers (CMTO, TERN..) or some ADSL isp (HSAC, NPLS...) or even dogs like PAIR and WSTL. Would appreciate your views. Thanks. Rande, it's very true about the leading group (BRCM, GIC, CNXT...). They did show their resistance during the last two weeks. Today I think we should add SFA in this category. Again, thanks for your clear and neutral perspective on the market movement. By the way, did you take any position with ALA during the dips ?. Have a good weekend to all of the people in this super thread.

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