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Strategies & Market Trends : Rande Is . . . HOME

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To: Rande Is who wrote (46959)	2/8/2001 9:09:31 AM
From: maverick61	of 57584

Oops - guess I should have read further before making my last post - sorry Rande. But I concur - time to move on. As far as my spec tech - here is my list: DITC - (ok, its 10 15/16 right now so just barely under $10) Like everyone esle in the sector - has warned going forward. Been profitable, with a PE of around 8. Been basing at this level for a while bigcharts.com NMSS - ditto - bigcharts.com OAKT - ditto - a key player on the CD-RW controller market - won't likely see big upside til the PC sector improves bigcharts.com XDSL - very speculative based only on their technology bigcharts.com HLIT - more of the same - fell a lot earlier because of internal problems and ATT order delays. if ATT starts to ramp up cable ISP buildout - HLIT should benefit as they make the leading fiber product for that sector bigcharts.com IFCI - much the same story as many of the others mentioned bigcharts.com TERN - ditto bigcharts.com IBEM - pretty speculative based on their technology bigcharts.com INSP - Got in yesterday for a rebound play bigcharts.com Naveen Jain may be a hypester as some claim - but he is a far better person to lead than Horowitz and the other bums they just threw out Some of these may not move right away, but I think many can be doubles by late this year. That said, if they move short term, I could sell the pop - like I have on many others already earlier in January. (Actually some of these I am on my 2nd trip - like TERN, IBEM, HLIT - where I took profits after a run-up in January - and then relaoded recently). Appreciate hearing anyone else's thoughts on any of these

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