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

To: Kevin Shea who wrote (10248)	8/2/1999 9:07:00 AM
From: Rande Is	Respond to of 57584

I think that is a wise watch list, Kevin. Barrick sold more gold than England did in its first auction . . and if these mines don't stop dumping reserves to raise cash, they will cut off their noses to spite their faces. Oil service seems as hot as the tarmac at a Georgia truckstop. Biotechs seem to be in a stock pickers market. And your CPN is my PZN on the conservative side. But watch those inet IPOs coming out of quiet period. . . .just when everyone thinks that the recently new method of jumping in then no longer works is when it comes back to prove them wrong. Rande Is

To: Kevin Shea who wrote (10248)	8/2/1999 10:09:00 AM
From: Rande Is	Read Replies (1) \| Respond to of 57584

Internets are coming down nicely and right on schedule. . . . DCLK back to the 70's. CMGI broke down into the 80's. AOL, EBAY and AMZN well under 100 now. EGRP and TUNE at 30. AMTD at 24. GNET at 55. CNET at 38. ATHM at 45. TMCS at 32. HLTH under 50. TURF is up today to 14 . . .looking for it at 8. Now, the thing to remember is this. . . . the high fliers of last season are NOT NECESSARILY the high fliers of the coming season. No, those may be ignored stocks sitting in the teens and twenties right now. . . or even getting slowly bid up. . . . .so get those notebooks out and sharpen those pencils. . . and start trying to figure out which are the winners of the FUTURE. . . . or at least figure out what the questions are. I can envision everyone waiting for the old high fliers to pop. . . while the new group goes under slow quiet accumulation in the background. I have already noticed some telecom stocks bidding up behind the scenes while nobody is watching. . . .waiting to see patterns develop. . . This slow period is important and necessary for us to see dramatic gains later in the year. Rande Is