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Strategies & Market Trends : Rande Is . . . HOME

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To: Khai Nguyen who wrote (11078)	8/20/1999 10:30:00 AM
From: Rande Is	Read Replies (2) of 57584

Khai, I stopped out near open on 2/3rds ADBL position. . .I think we have a good chance of being able to buy lower soon. I picked up some of that Western Digital [WDC] on the takeover/rumor and decided it was a good undervalued play, so I kept it. Today it is really starting to move. I would think Seagate would buy them like they did Conner. PAX in the 15's looks real good on that reported 300 mil equity investment by NBC. ADAP and MMPT are hard to add shares to, as they just won't pull back much. . . I can see both of these going much higher in the next few months. ADAP as a true pureplay broadband with great products. . .MMPT as a challenger to DCLK And TFSM. Rande Is

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