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Strategies & Market Trends : Rande Is . . . HOME

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To: DlphcOracl who wrote (46561)	2/3/2001 12:26:44 AM
From: American Spirit	Read Replies (1) of 57584

I'm in beaten down techs like ADBE and SUNW and mostly telcoms after that. VZ, LU, FON. All fiercely beaten down. Not even close to my target prices. I think they can easily get 25% without even being fairly valued. And I think they are all at or damn close to their bottoms going forward. Also hold special situation stocks like LOR and and a few rat doggies like SCNt and ESHR. Lastly GE (bought at 44). If I thought any of these stocks had a good chance of being bought cheaper later in the year I might be concerned by your pessimism about the economy but I think tons of bad news is already priced in, esp about next quarter. It's the 3rd and 4th where the rebound is expected. And Greenspan will try to make sure than happens. Remember folks, there is no tech bubble left (unless you consider CSCO at 35 over-priced). They're all still down 50-90% from the tops and are getting no free rides. Even GE has to earn its 35 PE. And it will IMHO.

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