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

To: Sye Walsh who wrote (16514)	12/10/1999 1:47:00 PM
From: Rande Is	Read Replies (2) \| Respond to of 57584

OK. . .nice find, Sye. Gives me something to sink my teeth into. . . .here goes. . . Right off the bat, I would swap CSCO with LU. . .due to OPTICAL NETWORKING. I'd swap ASO for SCH. . . liking regional banks better than long-term OLBs. MYL, IVX, PRGO and ELAN make up a nice basket of undervalued pharmeceuticals on the generic side of the sector. . .I have long believed this division of the sector to be undervalued, however, I would be more inclined to weigh heavily on MYL and BRL. I don't know enough about BCHE to give an opinion. . .but it looks quite interesting. NWK looks sufficiently undervalued. CLE or DLIA? Will one soon buy the other? They should. . . a match made in a 13 year old girls heaven. CPCL, TRMB and SSTI are good picks!! MMWW is a great pick, that appears to be an overlooked B2B. We had TTWO when it was in single digits. . .game makers will just get hotter. I believe LENS is properly valued here. . .and their play is out of focus to me. Likewise, ELY [Callaway Golf] has always had trouble getting out of the rough. .. and I don't anticipate them working it out. CMGI, MOT, SUNW, COMS are no-brainers NOVL is in a similar place as SGI. . . where their investments in other companies are quickly outpacing their share price. . . one big article in the WSJ and such log jams can quickly be remedied. SAKS should be good, due to the number of new millionaires made by the markets of late. . . however, these are a new breed of millionaires that were not born into it, but fought for every nickle. They are hardly going to blow it by paying full retail prices at Saks. . .rather I believe they will continue buying their clothes at Eddie Bauer, Abercrombie & Fitch, Brooks Brothers and major department stores. . . but will not necessarily move up to Saks. . . that is a very Millenium 2 way of looking at things. Likewise, the discount stores have been steadily pulling away biz from department stores, so Saks subsidiaries are not in line for inheritance from recent windfalls. These are my opinions. . . and I am swimming upstream with them. Neutral on BEL and MVL. All in all. . . these are good picks for 2000. . .though I would be more into aggressive plays like broadband, B2B, wireless telecoms, etc. . . .but for a fairly safe basket. . . Individual Investor's is not bad. I agree that these will begin to get play soon. . .worth discussing over the weekend. Rande Is