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Strategies & Market Trends : Rande Is . . . HOME

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To: Condor who wrote (43308)	12/13/2000 10:59:19 AM
From: Rande Is	Read Replies (3) of 57584

Looks like concession announcement resulted in nothing more than a knee-jerk. . . . meaning Bush is priced in. . . .and tonight will be a non-event. So it is back to looking at interest rates, earnings and liquidity as the factors that are most likely to move these markets. A/D line getting pretty nasty here. . . . going defensive on most of my higher fliers. . . I think market will follow Carpe's scenario. Looks like an opportunity to re-load on our sleeper favorites is coming. PSIX may reach $1. . . MCOM may get shorted back to $13. . . HLIT could see low $10's. . . LDIG to low $6's. . . we may get another chance at OCPI at $13. . . MRVC/LPTH under $20. . .LBRT under $18 . . .all near-term. . . long-term, I am very bullish on such techs with bright futures. High-fliers may see the sharpest declines . . . and may end up presenting the best opportunities. . . . we know how to play this. . . Rande Is

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