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

To: Rande Is who wrote (10777)	8/13/1999 2:16:00 PM
From: Rande Is	Read Replies (1) \| Respond to of 57584

Gold is now unch for the first time in quite a while. . . I sold a bit more than half my gold positions. . .and am putting those tidy profits into broadband telecom. . . NOT into internets, per se. BIG DIFFERENCE. Rande Is

To: Rande Is who wrote (10777)	8/13/1999 2:56:00 PM
From: bglad	Read Replies (1) \| Respond to of 57584

Would appreciate seasoned opinions on the quality of this rally as it proceeds toward the close. Have we seen a short term bottom, or is it a trap? bglad

To: Rande Is who wrote (10777)	8/13/1999 3:41:00 PM
From: Kevin Shea	Respond to of 57584

A bio to watch DURA.... looks to be waking up after basing.. mentioned it here a few days ago....

To: Rande Is who wrote (10777)	8/13/1999 5:03:00 PM
From: American Spirit	Read Replies (1) \| Respond to of 57584

COMS and T - your profits depend on where you buy them. I average $22 on COMS and $50 on T. Hope you're wrong about T going lower. I don't see it. At 20 PE with At-Home already being deployed I see it as a much better buy than say AOL. And if you like broadband, isn't T the pipe? As for COMS the Cisco snafu has kept it cheap but there is plenty of other bullish news that hasn't been factored in. I expect more buy-out talk to surface at any time and that should send it sky-high. COMS is seen as a dog, but is extremely undervalued even as a weak competitor to CISCO. And it is by far a more reliable buy that CS IMHO and did well today up 1 3/16. Not bad for a dog with a few fleas. Anyway, what a great day. Cleared $7,000 with every one of my sticks in the green. Long time since that's happened. I think we can expect more upward movements and buying on dips. The volume is still low due to many on vacation and scared off the past few weeks. This ought to give them courage and cause a frenzy to get in while many stocks are still cheap compared to where they were a month ago. Why my confidence? I'm betting the Fed does little or nothing. Not only low inflation numbers today but the Fed is worried about raising rates before Y2K fears peak, which may damage the market enough as it is. Have a good weekend everyone.

To: Rande Is who wrote (10777)	8/13/1999 10:03:00 PM
From: Khai Nguyen	Read Replies (1) \| Respond to of 57584

CMTO... Rande/Kevin Talking about broadband i.e. ATHM, T etc... What do you think about those cable modem makers (CMTO, TERN..) or some ADSL isp (HSAC, NPLS...) or even dogs like PAIR and WSTL. Would appreciate your views. Thanks. Rande, it's very true about the leading group (BRCM, GIC, CNXT...). They did show their resistance during the last two weeks. Today I think we should add SFA in this category. Again, thanks for your clear and neutral perspective on the market movement. By the way, did you take any position with ALA during the dips ?. Have a good weekend to all of the people in this super thread.