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Strategies & Market Trends : Rande Is . . . HOME

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To: Zack P who wrote (38139)	10/12/2000 11:41:35 AM
From: Rande Is	Read Replies (3) of 57584

YHOO, SONS & RBAK all beat the street this week. And all 3 have been getting hit today. YHOO down about 4. RBAK down about 12 and SONS down about 3. Because of this, I sold my AMCC this morning on the spike. . . .and shifted into PMCS, which has been beating the streets handily of late. . .if they report a split and great earnings on a big up day, it could be sizeable. . . . JNPR reports tonight. . .should have some great news as well, perhaps also a split announcement, but once again. . .selling the peak may be the best play. I bought Corning this morning for the hold into their earnings. The last 3 or 4 times we have bought them on their pre-announcement and sold them on their earnings, we have done quite well. . . .so I am considering adding a position/swing trade to the core. Cienna is another that falls into this category. Rande Is PS> Today's "Unibombers" [TJoe term] were Home Depot and Yemen terrorists. Nasdaq held up VERY well all things considered. On the other hand, the Dow took the news quite hard. This is another sign that sentiment is changed.

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