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

To: Rande Is who wrote (9519)	7/13/1999 11:11:00 AM
From: Wendisman	Respond to of 57584

Rande - All Rande, I know you get a ton of messages, and I made the mistake of posting privately to you when you have said over and over that you answer publicly first. I wasn't able to find much more (limited skills) on MSCC. I have no position, only a nagging curiosity. Link to recent news release....like the part about internet access speed and safety. Message 10043143 Link to general Yahoo info. finance.yahoo.com Link to web-page. microsemi.com Did not (seem) to react to recent news. Being held by large block on bid at 10. Low volume, so makes me wonder. Appears to have BRCM alliance?....will do more thorough DD when talent permits. Thanks, Wes

To: Rande Is who wrote (9519)	7/13/1999 11:50:00 AM
From: Jon Stept	Read Replies (1) \| Respond to of 57584

Rande Is- "The Coming World Economic Boom..." Interesting post.... got me thinking about macro changes like the internet and what it means to economies. I think the inventions of ships and sailing led to an economic boom (if that is what it was called back then) since trading increased. It is very interesting that a lot of the cyber economy will take place outside of any location and will occur in realtime no matter where one is in the world. I would think that would put part of the coming expansion into hyper drive because a lot of the transactions that are used to measure economic growth are going to be completed instantaneously. Since a lot of the transactions are business related, this will tend to have a kind of feedback effect... since the transactions are so quick, the business growth will be very quick. The new trade routes are the internet, and there is pretty much no travel time for components that make up a large part of the economic picture- intellectual capital, information, software and money. It is hard to believe we may well be at the very beginning of such a boom, but when I think about the internet and compare it to other inventions and what they did to civilization, it does not seem so unlikely. It is hard to believe I have a mainframe computer on my desktop that cost a few hundred thousand dollars in the 1970's... when millions and millions of people, worldwide, have that kind of computing power and you throw free-markets into the mix... I am not at all surprised this is what we get... I think we are due for a the-world-is-not-flat or the-earth-is-not-the-center-of-the-universe kind of event. But it will be really, really hard to see because of the myopia. Just my opinion. Jon :)

To: Rande Is who wrote (9519)	7/13/1999 2:00:00 PM
From: bobkansas	Read Replies (2) \| Respond to of 57584

Now in position to wait for August\Sept time frame. 82% return year to date by indexing the ISDEX and adding more to certain ones. Now mostly in cash, so have only a few stocks left holding long. Rest of this month and summer is not worth staying it in for. There is and will be more fear than greed over next two months or so IMHO. Thank you for all your insight! You are not out on a branch. Instead, you see the forest and the trees.