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Strategies & Market Trends : Rande Is . . . HOME

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To: Rande Is who wrote (19645)	1/28/2000 9:21:00 PM
From: DlphcOracl	Read Replies (2) of 57584

Rande Is: Couldn't agree with you more! There are a number of compelling buys right now, not the lease of which is Qualcomm. IMHO, this will be the best entry point of the year if you do not own QCOM. Would also consider gobbling up JDSU; to me, JDSU and QCOM are to this decade what MSFT and INTC were to the 1980's and DELL and CSCO were to the 1990's. Finally, LGTO has been hammered due to accounting issues and is VERY oversold, down from $80 one month ago to $26; don't miss this one! Others which are appealing: CMGI, BRCM and ICGE. Be careful of ICGE, however-- release of lockup shares over the nest three months may do bad things to this stock.

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