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Strategies & Market Trends : Rande Is . . . HOME

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To: STEVE who wrote (44659)	1/3/2001 5:57:02 PM
From: Rande Is	Read Replies (3) of 57584

Yes, Steve. . .I entered ATHM and YHOO for the first time in a while. As for ATHM, there is just something appealing about buying back a stock under $5 bucks when you sold it up 2500% higher just a year or so ago. I still believe in the internet. . . though it is an unpopular thing to do these days. I like EBAY, YHOO, ATHM, VRSN and CMGI. . . when the internet has sufficiently penetrated the masses, I'll back off. . . but that is still a long way away. When do they rebound? I am holding them for a 2nd tier rally. . . which could come as early as tomorrow. . .as the big caps take a day off. Yahoo popped fairly nicely today. I don't see either returning to their old highs any time soon. I don't see much of anything returning to old highs. We must all be satisfied with smaller gains, IMO. . . . [said on the biggest percentage gaining day overall ever. . . not including the smaller ports with TCIMusic, etc. that rocketed up about 18 times in a few days] ATHM has a huge short position. . . as the outlook improves, I believe that the lid will mostly come off. . . which should get this one back into double digits over time, in my opinion. Hope that helps, Rande Is

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