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Strategies & Market Trends : Rande Is . . . HOME

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To: Paullie who wrote (36071)	9/24/2000 10:31:07 PM
From: Techplayer	Read Replies (1) of 57584

Paullie, I like LPTH, but in light of potential PC demand issues I will steer clear of AMD. I have come to the conclusion that there is a disconnect between real analyst expectations/views and news hype regarding the fate of CLECs, bandwidth providers and the carriers. I like the sector and will probably pick up a "folio" to include the top 15-18 names that are all down significantly from their highs....wcom, vz, wmb, tcm, mfnx, sbc, gblx, mcld, nxlk, fcom, fthl, wcii, etc... long term. tp

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