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Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?

To: Kevin Shea who wrote (8128)	6/9/1999 4:31:00 PM
From: Kevin Shea	Read Replies (1) \| Respond to of 57584

Big day for semis...... is this rotation from internet???? Could be the breakout from 4-5 months of consolidation ..see SOX index.. or is it a bull trap?... compare with early 1997

To: Kevin Shea who wrote (8128)	6/9/1999 5:02:00 PM
From: Bucky Katt	Respond to of 57584

Kevin, I think some of the smaller oils will be printing some decent profits going forward, so there is a play. RRC, RIG, RD, ATW and a few others all look interesting. BNO took a mini-dump the 1st of the month after a dry hole in China. If they hit in the future, the thing will rocket. A total wildcat speculation... As for the semi's, I read somewhere they expect growth of 12%+yr going forward. I like JMAR, CY, LOGC. I had VTSS years ago, at $4 bucks, sold at $12, thought I was real smart, now it's $60+...Some stuff should never be sold...