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Strategies & Market Trends : Rande Is . . . HOME

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To: Rande Is who wrote (25446)	5/7/2000 10:52:00 AM
From: baggo	Read Replies (1) of 57584

ALL, f/o stocks have had a great run. Will it continue? As long as the street continues to reward these stocks w/high multiples, yes. But as we know, sentiment can turn on a dime. L reminds me of ETEK last summer. Relatively unknown, spastic chart, lots of promise. ETEK began expanding manufacturing capabilities and sold every component they could produce. All excess capacity was spoken for. L COULD BE at the same juncture. I have utmost confidence in RIPP and management team. LPTHA- what is she worth? 1 bil 2 bil? Look at the market cap today. BAG

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