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Strategies & Market Trends : Rande Is . . . HOME

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To: Baton who wrote (17371)	12/27/1999 5:30:00 PM
From: Rande Is	Read Replies (2) of 57584

There is no question BDE holds the keys to future of the internet and television. . . . . . . It has just been a lesson in patience for us all. They have what it takes. . .but could still use a nice infusion of cash to bridge them over to the next major deal. However, todays half-million share move could be indicating that something is looming on the horizon. . .it is hard to believe that our little Sammy has attracted that much attention from one news story. . . . we have seen many such stories in recent months. . . .that had barely any effect on the stock price. I might consider selling 1/4 of JDSU on a major peak, if I thought the market was about to turn. . . but would be VERY quick to buy it back on a dip. . . .and would not hesitate to buy it back at a higher price if need be. . . .but the other 3/4 I would leave safe. . .sound . . .and FREE!. Congrats, Baton. . . on a terrific trade. Rande Is

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