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

To: Dave Pestle who wrote (10770)	8/13/1999 1:28:00 PM
From: Rande Is	Respond to of 57584

BROADBAND SECTOR: Dave, I can't comment on QCOM without pointing out the similarities with the entire broadband sector. Take a look at this list: QCOM BRCM GIC HLIT ANTC ADAP CNXT NXTL They never pulled back, yet they out pace on the rallies. . .figure that one out. I think this basket could outpace the rest of the internets over the coming year. And I hate to say it, but we should have bought this basket two-months ago when the sell-off was in its infancy. . .because they have only risen since. . .and I expect this to continue. So to answer your question. . . QCOM and these others were great buys a month ago, but who could see it? And yes, I believe that they are worth jumping in. . even at their 52-week highs, which seem to mean little, as this group continues to break-out in silence. Rande Is