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

To: Joe Smith who wrote (10651)8/10/1999 2:43:00 PM
From: Kevin Shea  Read Replies (1) | Respond to of 57584
 
Joe; moving stuff outside is often considered good in so much as it off-loads items that would otherwise tend to steal focus from the main issue... often leads to improved productivity, etc.



To: Joe Smith who wrote (10651)8/10/1999 5:30:00 PM
From: Rande Is  Respond to of 57584
 
Joe, I would put SGI at 30 by March. . . but keep in mind that this is a sleeper play and NOT a play on the leaders. I grabbed ATHM because it was oversold and is the broadband portal via cable leader. I will snatch T soon, because it is the telecom leader. SGI is a leader in graphics workstations, but that is not on my list of areas to watch . . . so it is not being considered as a leader, but rather an ignored sleeper.

Rande Is


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