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

To: Kaliico who wrote (12977)	9/30/1999 12:46:00 PM
From: Rande Is	Read Replies (1) \| Respond to of 57584

CNXT. . . .buying here. . . Down sharply. . .2 for 1 split coming in one month. . .I think today's decline was a set-up for serious buying spree. CNXT is now the "lead chip supplier to CSCO". . . Broadband play . . . "We view the announcement as an important win for Conexant, because it appears they have established themselves as a critical supplier to a key part of Cisco's long-term architecture," said Merrill Lynch analysts Joe Osha and Mark Lipacis in a report. Broadbands have been outperforming traditional internets of late. . .JDSU and HLIT have pretty much hit a ceiling [they both split 2 for 1 next month too]. . .ADAP has been consolidating. . .and is not as big of a leader as some others. . .[though I have high hopes for ADAP] . . Bought at 71 9/16. Rande Is