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Strategies & Market Trends : Rande Is . . . HOME

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To: Rande Is who wrote (51571)5/18/2001 11:27:38 PM
From: Mark Konrad  Read Replies (2) of 57584
 
Hi, Rande and everyone. Greetings from the Berkshires in Massachusetts where we are in the midst of full band rehearsals for the tour set to start in Florida on June 1. I've run a phone line onto the stage so I can sit in front of James Taylor and some of pop music's finest musicians and keep an eye on the markets at the same time....not a bad gig at all!

Most of my hours have been spent programming audio electronics (keyboards, synthesizers, digital samplers, etc.) as well as modifying acoustic instruments (including a grand piano and Hammond B3) for a larger band that now includes a horn section. Absolute "ear candy" (and I didn't think we could top what we had done on the "Hourglass" tour in '98). Audiences will NOT be disappointed, imo.

As for the markets...imo, the bull continues with additional gains in HLIT, STOR, JNIC, MCDT, GX, CS, ANAD, AFCI, SEBL, EPNY and most of the others mentioned in my previous posts after a week or so of consolidation and profit-taking. I'm long across the board (even JDSU, NT, CSCO, etc) as I believe the next leg up has already begun. Not as fast or as wild as last year, that's for sure, but very profitable for patient position traders. Still holding shares in RFMD and FNSR but rolled some profits into more shares of LPTH, JNIC and a few others that are poised for high percentage gains in the coming days and weeks, imo.

Long or short, I wish everyone well and hope that Rande's back continues to improve (I've been a big believer in chiropractic for many years).

And....I miss my wife, Christin, so much. Being away from home, even on such a pleasurable gig as this, has never been so difficult in my entire life. Fortunately, she is coming to Florida next week so we can celebrate our six-month wedding anniversary.....oh, yeah....!

Be well, make money, be happy. Regards to all, Mark
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