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

To: bobkansas who wrote (17757)	1/3/2000 3:34:00 PM
From: Rande Is	Read Replies (4) \| Respond to of 57584

Trying to remember the ones I bought on today's buying dips. . . JDSU, ICGE, ADFC [CMGI], ADAP, HLIT, BBY. . . and NTOP and NOIZ for swing. . . sold most IDC and ANTC. . .some ARTT [had too much] and MTC. . SFO and a bit of LU. . . most of this rotation was to help pay for some longs I picked but didn't yet have in real world portfolio. . . For those looking at my long ports and asking where all the sleepers are. . . .I use a formula that I developed years ago for selecting long-term stocks. . . it has little to do with my personal feeling about them. . . it has little to do with valuation. . . it has mostly to do with fund manager comittments to stocks. . . . and long term sector trends. So if you were to look at how these ports are doing compared with the markets. . . my guess is that they would be outperforming the market indexes by a considerable amount. . . if they were not, THAT would be surprising. The stocks on the lists that have already run up very far. . .have been considered carefully. . . .this is rich-get-richer market. . . otherwise cyclicals would get their turn to run. . . and they don'. Rande Is