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Strategies & Market Trends : Rande Is . . . HOME

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To: oaktownaj who wrote (52241)	6/9/2001 12:58:31 AM
From: Rande Is	Read Replies (1) of 57584

AJ, I'll have to give your question some thought. . .but this time around we are looking at valuation, earnings growth, growth rates and competitive pressure. . . .so plenty of issues that we liked as little as 4 months ago would not make the cut in this more selective market. Yes, it is good to hear from you. One thing I've learned over the years here is that people will go silent for periods of time, then return and become active again. Boards are cyclical. It has always been that way, so I don't think twice about it. Each time I have asked for a head count, the return has been staggering. . . . so I know that everyone is still there . . . in one form or another. But it is good to hear from you. . . I especially enjoy the letters/email. Thanks. . . Rande Is

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