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

To: Rande Is who wrote (8307)	6/15/1999 1:15:00 PM
From: ynot	Read Replies (1) \| Respond to of 57584

no bottom yet, more dumping imho ;) eom ynot :)

To: Rande Is who wrote (8307)	6/15/1999 2:56:00 PM
From: im~ristine	Respond to of 57584

Rande, i think we are there.... equipoetry.com

To: Rande Is who wrote (8307)	6/15/1999 3:50:00 PM
From: Kevin Shea	Read Replies (2) \| Respond to of 57584

Some semi random thoughts: FWIW Inet near term bottom may be at hand and fund money may be reentering (BWDIK). XCRx comment on the high volume down day is appropriate (IMO).... What is interesting is that the overall internet index (IIX) has come to rest on some serious resistance from early this year and the indicators are getting squeezed... From my take I think that I have seen recent large scale drops in top tier, yet only minimal "recent" disruption in the mid tier (granted many have already been whacked). What needs to be added to the overall picture are, as Rande points out, NGI, set top boxes, broadband... These have, and continue to do well with BRCM packing it on as AOL, etc drop.... Has fund money moved stealthfully to these? Also, the semis (SOX) have continued to do quite well with the likes of PRIA, ADI, GNSS, etc.. Renewed interest in these may be rotating funds off the Inets.... The number of IPOs has diluted speculative $$ making it harder to "pick the right one"...and thus dis-enfranchising a number of investors... Last thing... many technical analysts still see the possibility of a drop into the DOW 8500 range reasonable ... so any up move in the inets may only be temporary is the overall picture... develop your plan appropriately

To: Rande Is who wrote (8307)	6/15/1999 4:41:00 PM
From: StockHawk	Respond to of 57584

Rande, This is a site I put together to track a baker's dozen of the large internets. It includes avg. volume and charts showing 50 and 200 day moving avg. quote.yahoo.com StockHawk

To: Rande Is who wrote (8307)	6/15/1999 4:44:00 PM
From: bob	Respond to of 57584

biz.yahoo.com

To: Rande Is who wrote (8307)	6/15/1999 7:26:00 PM
From: Joe Lyddon	Read Replies (2) \| Respond to of 57584

At Bottom? IIX has formed a dbl.bottom (W)... If it goes a little higher, we're going to 265+ & it's over (bottom hit) & we're going higher; else, we could just wander around for awhile. That's my SWAG. (IIX=Internet Index) IMHO Joe

To: Rande Is who wrote (8307)	6/15/1999 11:05:00 PM
From: DlphcOracl	Respond to of 57584

RandeIs: Recommendations on new buys for June/July I am in accord with your thoughts on the internet stocks; I might nibble at one or two, but will not load up in earnest until much later this year. I think the usual summer doldrums, the specter of successive interest rate hikes, and the imagined Y2K problem will all combine to make the second half of the year quite volatile and not very profitable. I anticipate a second sharp correction later in the year and will purchase the internet stocks then. Having said all that, what (if anything) would you purchase now as a short -term hold (6-8 weeks). I think earnings reports will be favorable and the market will have a brief but meaningful summer rally, and would like to hold some stocks that will do well during this period. Intel and Texas Instruments are my best thoughts; what are yours? Or, would you stay in cash?