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Strategies & Market Trends : Rande Is . . . HOME

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To: Mark Konrad who wrote (33316)	8/30/2000 12:32:31 PM
From: American Spirit	Read Replies (1) of 57584

Wow, we have the same portfolios almost. Yes VZ a great buy. I also bought WCOM today at 36. Figured I'd diversify a bit. Though VZ probably an even better buy. I think WCOM is good for 20%. VZ is probably good for 30-40%. LU I would just sock away down here. Down from 80-43. Nice nice longterm hold. UIS catching fire now, NOVL too. I might start selling at about 15 for both but will only sell half then. Depending on news of course. Probably should just hold until 2001 but I am using my margin and that makes me a litle nervous. Buy alert on ESHR if you can get it below 4 a steal. It will move one of these days. TOM and ELNK my other bargain babies.

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