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


To: xcr600 who wrote (12989)9/30/1999 2:01:00 PM
From: Rande Is  Read Replies (1) | Respond to of 57584
 
I sold my ANTC too early! This is what I am hearing over and over . . . on ANTC, CNXT, HLIT, ADAP and other important broadbands. . . this group needs to be considered the all-star rookie team . . . that are trying out to become next years starters.

By holding the basket, we can adjust as we go along. . . guaranteeing that in the end we will be holding the right ones. We need to start treating broadbands as a basket . . and not merely a group of individuals. . . NGI "plumbing" stocks, as William calls them.

Thanks for clarification on JDSU split info.

Rande Is