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

To: Kevin Shea who wrote (16236)	12/5/1999 11:24:00 AM
From: DlphcOracl	Respond to of 57584

Kevin S.: Thanks for your response. Unless Monday shapes up as a sell-off or "down" day for the market, I will begin buying INPH. Looks too good to pass up. Along these lines, you might want to look at another "fallen angel", FFIV, a company that makes load balancers that spread out data requests to web servers, routing incoming data traffic to the network server best able to handle the customer's request. They have an impressive customer list (Exodus, PSINet, MCI Worldcom, Microsoft, BellSouth.net.) and have sold off from 160 to 118 1/2 in last two weeks, despite bull-market run. I think this may be due to lockup release of shares; if so, I'm a buyer. I have found that the knee-jerk sell-off which accompanies lockup release of shares one of the best ways to buy great stocks at a discount. Anyway, your opinion on this play would also be appreciated. P.S. Kevin Landis of FirstHand Funds recently added FFIV to his Innovators Fund, up YTD approx 140%.