SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?


To: Rande Is who wrote (17782)1/4/2000 9:29:00 AM
From: Mark Konrad  Respond to of 57584
 
Good morning, Rande. Thanks for the thoughts on LU which have been helpful since my AIRO was bought by CSCO some time back.

I switched to LU and added LPTHA after doing some research. I think you're right on with your analysis though the market is large enough and growing enough to support several players (CSCO, LU, CS).

This am looks like an ugly start but I don't think this is the beginning of a correction.....yet. Thoughts?

Mark



To: Rande Is who wrote (17782)1/4/2000 9:41:00 AM
From: American Spirit  Read Replies (2) | Respond to of 57584
 
Second day of profit-taking - just like last january first two sessions. I remember the market was down. Then after the two days of profit-taking it started up, and up and up.
Do what you dare but you might look for bargains today. The market needs this sell-off but no one wants to miss the traditional January effect rally.

What are the best Class A bargains now anyone?



To: Rande Is who wrote (17782)1/4/2000 10:52:00 AM
From: HG  Read Replies (2) | Respond to of 57584
 
<<<<so if I am wrong. . .you can come here and tell me in one year>>>>

I know better than to do that <ggg> these are speculations and your guess is as good as mine, better of anything.

Just that I've had big big big bucks (for me) riding on CSCO for the last 8 years, since when it was competing with Bay and 3COM. I have great respect for Chambers and believe he will do what needs to be done....

Should be inetersting....
But of course you may be right.