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

To: Joe Smith who wrote (12623)	9/23/1999 11:47:00 AM
From: Bucky Katt	Respond to of 57584

I will have to look at those, 'cause I usually don't own them for long, so I never look real close at them. When I want to play the inets, I just buy long or short the QQQ or some of the other indexes. Just play the trend in general for a few weeks with those. I still feel we are in a bubble within a bubble, no telling if/when it will pop, so I always have an exit strategy and insurance in case I get caught. An example of how far valuations are out of the realm of reality, look at RHAT, market cap of $7.2 billion, sales of $4.4 million last quarter. Linux is nice, but RHAT ain't something like SUNW, which also uses a public domain o/s, but Sun integrates the whole thing with it's own hardware. As far as October, interest is rotating into some of our micro/small cappers, and for good reason, they can't possibly go lower. CRRS, a metal play getting some action. DWTI moving up a little.