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Strategies & Market Trends : Rande Is . . . HOME

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To: shadowman who wrote (45073)	1/10/2001 9:28:51 AM
From: Rande Is	Read Replies (2) of 57584

Showing 2.5 PE on ANTC. . .anyone have other? Picked up this telecom related broadband sleeper stock yesterday on growing telecom strength. . . .which has been quite incredible of late. WCOM up 40% from our buy at $14 on Dec. 21-22. T doing better than expected as well. . .these two giants float many smaller boats. . . ANTC is just one of them. Now why is Cisco bringing someone to their board who ran Lucent into the ground, jumped ship to join up with Hewlett-Packard only to run them aground . . yet has neatly tucked away a huge amount of cash and stock from both companies. Don't you think these companies could have found someone to run them into the ground for much less money? Sounds like they are getting the old razzle dazzle play. I'd say CSCO is down today more on this bad decision of bringing Carly on board than on any further downgrades. The face that launched a thousand chips Then ran aground the largest ships >g< Rande Is

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