Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: carepedeum2000 who wrote (13341)	10/11/1999 7:39:00 PM
From: Rande Is	Respond to of 57584

Deum, your first question about NITE:. . .I believe the whole online broker sector will come back in a big way before the end of the year. . .and they will drag NITE along for the ride. . . ECNs aren't that big a threat YET. . . and I don't believe they will be allowed to walk away with so much market share without quite a fight. . . I believe the fight will end up in court at some point. . .and there will be some dramatic changes in the way and time transactions are processed. . . perhaps hopefully to confuse investors. . .OLBs already offer after hours trading, which is silly, because they only add one hour. . . so the last hour and the 3 or so early hours are still not offered. . . but that is "just enough" to keep the lions share of the market from looking elsewhere. . . .anything to confuse the issue. Your second question is about my number 1 long-term hold without an eye on market fluctuation. . . that is a hard one. . .because it depends on your exit strategy. T, of course is the obvious choice, because the goal is several years out. INTC will fluctuate, but is also one that I have high hopes for . . .well into the broadband years. . .this is due to their diversification and investments. The more aggressive group of long-terms would be a basket of broadbands. . . ADAP [I added even more on the further breakout today. . can you believe it?] . . . HLIT, CNXT, ANTC, NXTL, COVD, NPNT, QCOM . . I am not as bullish on traditional internets as on the broadband infrastructure stocks. . . and if there are still doubters in the crowd. . . just look the percentage rate, by which those 8 stocks outpaced the rest of the market today. . . quite incredible. . . then look at charts of those and other broadbands. . . and compare it to the S&P . . .it is hilarious. Rande Is