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Strategies & Market Trends : Rande Is . . . HOME

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To: Paullie who wrote (14547)	11/9/1999 8:15:00 AM
From: Rande Is	Read Replies (1) of 57584

I wondered when someone would notice that. Congrats, Paullie. Remember when I said that even if we have our favorites. . . if the fund managers refuse to climb on board, then they don't make the cut? Take a look at the last 5 day gains on several stocks in the B2B/Broadband watchlist [CIEN is a good one]. . . note the volume. Then look at ADAP and note theirs. An argument could be made against these two being accumulated. This could easily change, but until I see the signs, I place them in a different category. EPNY just spiked yesterday, but had news to propel. . . volume was low all of last week. What do we do with that? HRBC never did see a volume spike. Now ETEK did see a volume spike. . .even moreso than JDSU which replaced it. . . so it was more of a judgment call. . . I believe JDSU to be the better company of the two. . and only had room for so many issues. However, if I were to buy one or the other here at this level, it would be ETEK, since it has more upside potential and less downside risk here. I like ADAP. . . when I see evidence that mgrs do too. . .then I will jump back on board. . . .didn't like the way it performed last week. . .looking better this week. Rande Is

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