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Strategies & Market Trends : Cents and Sensibility - Kimberly and Friends' Consortium -- Ignore unavailable to you. Want to Upgrade?

To: Manly who wrote (50926)	12/23/1999 3:53:00 PM
From: Mr. Big	Read Replies (1) \| Respond to of 108040

Long RAND

To: Manly who wrote (50926)	12/23/1999 4:00:00 PM
From: gizmo&jack	Read Replies (1) \| Respond to of 108040

The beauty of OPTO is this: there is a huge rotation game going on out there now. It reminds me of volleyball as a kid. After you break someone's serve, the gym teacher would yell "rotate" and it would be your turn to serve. Well after you secure a strong return in one stock, you better start to listen for the gym teacher. And soon it will be OPTO's chance to serve. Let's face it, some of the valuations out there have become hilarious. And people are going to start taking profits. And they will be looking to reinvest with more money (much more) than they had before. They will look to comparable companies of the ones that ran, 2nd tier b2b stocks for example, that have not run yet. It is simple psychology. OPTO will be a prime beneficiary. I personally expect this to happen in the first or second week of Janaury, but will not sell one share just in case it happens sooner.