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Strategies & Market Trends : Rande Is . . . HOME

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To: oaktownaj who wrote (42997)	12/9/2000 9:38:40 AM
From: Rande Is	Read Replies (3) of 57584

Much can be gleaned from this latest portfolio. It is only several days old, yet certain truths are clearly evident. . . 1. Broadband opticals are outpacing most other sectors. . . 2. Genome biotechs are much hotter than anyone had predicted. . . 3. Web Hosts / Hotels / Internet Infrastructure WAS predicted to be hot and it is on fire. 4. Highest-growth stocks = highest percentage gains during market rebounds. . . . 5. Older fatter techs are still the laggards they were before. . . 6. Sleepers will be sleepers. 7. I like the way the Holders provide an anchor of stability to the port, and feel it was a good move to include them. . . . and there are few more surprises that I will leave for you all to discover. Enjoy! siliconinvestor.com Rande Is

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