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

To: bobkansas who wrote (16574)	12/10/1999 10:29:00 PM
From: Rande Is	Respond to of 57584

Congratulations, Bob on your massive gains. . . $175K to $598K this year. As for jumping out of high fliers, if it was an error, it was on the side of prudence. . . .if we get a sell-off, it is stocks like those that will sell-off first. I am mostly in small caps at this point, for that very reason. . . if I had to hold any of those, it would be Yahoo, due to S&P addition and the probability of a split announcement. . and Amazon, which has not run nearly as far this time. . . Also, I think soon we will see rotation back into B2B, Broadband, Wireless, etc. . . and you will be right back in the drivers seat. . . I feel this will occur next week. . . but that depends on whether we get some sell-off or not. If we don't sell-off by the end of this coming week, then the rest of the month will be even harder to predict. ITWO and NTAP are hardly undervalued, but at least they have PE ratios. I don't have time to look at them in detail right now. . . but feel free to make a presentation if you would like. May your house be always filled with joy, Rande Is