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


To: Rande Is who wrote (17988)1/5/2000 6:26:00 PM
From: ZJOHN  Read Replies (1) | Respond to of 57584
 
Hi,
Do you have an opinion on PCLN ? Seems to have hit bottom and reversed and starting to go back up.
Thanks zjohn



To: Rande Is who wrote (17988)1/5/2000 8:05:00 PM
From: KevinThompson  Respond to of 57584
 
And if I had sold JDSU to buy Du Pont today. . . I would have major trouble sleeping tonight. . . .all it takes is one upgrade or related news item and they will once again be flying high.



And that is precisely why I rarely, rarely, play the short side. Got to be out of your mind to think about shorting these kind of stocks, but yet, some do. The risk is at least double.

Best Regards,
KT



To: Rande Is who wrote (17988)2/25/2000 9:14:00 AM
From: Rande Is  Read Replies (2) | Respond to of 57584
 
Everyone is talking wireless. . .basket approach is best. . .

I now see what you guys saw about PHCM. . .just had some sand in my bioflux neuroperceptrode.

PHCM, NOK, MCOM, BLS, WWCA, QCOM, ARTT, ERICY, MOT, SVNX, PCS, NXTL

This makes a nice well-balanced basket. Though I am sure that everyone will have an addition or two. . .

Everyone should have a basket and every basket will be a bit different. This area is our future. . . and I like wireless second only to set-top boxes. . . [not nearly as hot on xDSL] . . .most everyone will have at least 1 wireless device, which will access their email. . . in just a few years.

I built a Wireless Basket portfolio to track the better parts of this group. . . found here: siliconinvestor.com

Rande Is