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

To: Rande Is who wrote (14196)	11/1/1999 9:55:00 PM
From: DlphcOracl	Respond to of 57584

Rande Is: One other sector I see as being strong for year 2000 (in addition to the ones you've listed) is enterprise software. This sector has lagged because IT managers have been reluctant to make major upgrades or investments until the Y2K "issue" is behind us. They should be opening their pursestrings next year. I think the two stocks that will most benefit are: Seibel Systems (SEBL) and i2 Technologies (ITWO). I'll list others as they cross my radar screen.

To: Rande Is who wrote (14196)	11/2/1999 1:28:00 AM
From: Baton	Respond to of 57584

Rande: One fiber optic candidate I am researching is ANAD. I'll keep you posted. Baton

To: Rande Is who wrote (14196)	11/2/1999 7:27:00 AM
From: bobkansas	Respond to of 57584

In B2B, BVSN, CMRC, and ICGE are having good runs and look like good candidates for fund managers imho. As to fiber optics, JDSU, SDLI, and ETEK among others look good. Again imho. I have JDSU and bought SDLI on a dip yesterday. Intend to buy BVSN, CMRC, and ICGE. Hope for dips to buy but looks unlikely so may need to go ahead and wade in the water with a 1/3 purchase of each and hope for dip to add to position. BOB

To: Rande Is who wrote (14196)	11/2/1999 8:33:00 AM
From: carepedeum2000	Read Replies (2) \| Respond to of 57584

hifn is my nominee hifn is a leader in encryption/compression high speed bandwidth connectivity, with a clear tecnological advantage, they can put the encrryption and compression on a single chip, protected by patents, as long as the internet is growing, they will grow, reached $151 when lucent and qualcomm cut back inventories and their revenue did not meet projections, lot of support at 35, now over 36, it is a screaming buy as they should overcome their short term revenue loss in coming quarters, already profitable, no long term debt, only 5.3 million float, 14 to 1 current ratio, clear technological advantage Is this the kind of stock you are looking for? disclosure -long at 35 5/8