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To: Trumptown who wrote (12938)9/30/1999 9:01:00 AM
From: Kaliico  Respond to of 57584
 
ON COVD NPNT CNCX and traders understanding of the markets and stock fundamentals..

I ponder , when these stocks start to move as a group how many people buying these stocks consider the various leadership roles ? yet as far as institutional buying and LT holds the choice is clear go with the leader, i.e., an example of networkers... CSCO vs. Asend,Cascade ...all were great traders CSCO is the leader and the one to be long...CS, PAIR not so good.

I guess this is why iam mainly a trader now, with few LT holds

Just some thoughts..

Kaliico