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Strategies & Market Trends : Rande Is . . . HOME

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To: Rande Is who wrote (17742)	1/4/2000 4:37:00 AM
From: American Spirit	Read Replies (3) of 57584

Hey Rande, back from Mexico with a great tan. Can trade anywhere in the world nowadays with cyber cafes. -- Absolutely love this market now that Y2K is a proven bust. Hold at least 4 stocks which were supposed to be down because of Y2K; IBM, UIS, TSK and IMRS. All buys here. YUou talk B2B and remember IBM is the biggest in the field at a very low PE. They will smash estimates and make 3x as much money as MSFT. Should be a $200 stock in this market. IFMX another sleeper. UIS a sure thing 30% banger from here. My CPQ backdoor CMGI/Apple type recovery play pays off. Has a ways to go IMHO. Computer sales boom in 2000 will benefiot beaten down DD sector (still bargains everywhere), dogs like CPU will surprise. OLB's will smash estimates too, EGRP and SCH still cheap and should really pop now. Specialty retailers will boom in early 2000, BEBE the best buy followed by ANF, both still steals with 40%+ earnings and low 20 PE's. Usually peak in early spring. Should both exceed $45 someday soon. Drug stocks cheap. MRK seems the best buy. JNJ too. PFE longer term. ISP's like MSPG cheap. Little downside. BNBN ought to move finally now that AMZN is popping. LE hitting bottom and may be a steal. Like ESHR and got some cheap holding for a momentum play. CORL cheap with Linux conference coming up on Jan 10, more Linux hype. APLX also cheap relatively speaking. Big phone stocks safe and cheap. The Baby Bell stocks did nothing in 99 but what value. XRX is finally moving and rumors abound. WDC big rumors of takeover (which I largely ignore). Made a lot of money while on vacation but it's just begun. Fed may tighten in february but just buy lows and let the market discount that as it's already doing. May even start buying a few bank stocks if they sink further. WFC a play at 37, will eventually get back to 45. And safe at that price. Can't believe market was down today I did great. Your picks really looked great today too. NETP etc. Looking ahead I see value as the place to be. Even Tokyo Joe is talking value stocks though it's against his religion. And foreign stocks. But need to play what you know and understand largely. Minimizes the mistakes. Now up 90% since October 15 and am looking for 100%+ soon. A few more days like today and I'll surpass it quickly.

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