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

To: Joe Smith who wrote (18405)	1/10/2000 8:34:00 PM
From: Rande Is	Read Replies (1) \| Respond to of 57584

Yes, Joe. . . I am still selling the high fliers just before earnings. . in hopes of buying them back cheaper. . . but maintaining core positions in most all. . .big earnings plays this week and next. . . mostly trying to sell the day before earnings. . . Check those earnings calendars we posted a few weeks back. Selling on gap is increasingly becoming the best possible play. . . very easy to buy back later. . . . I think it will get even easier as the month progresses. On the other hand, stocks like JDSU have so much power behind them, it is hard to imagine them selling much at all. . . what a power house today. . . .then all the high fliers got stripped short about 20 min before close. . . if you blinked your eyes, you lost a small fortune. . . .got to sell those peaks. . . todays peaks were so obvious. . . yet I missed selling them while on the phone. Need to stay focused when trying to time stocks. . . . I too love trading LDIG> . . it is one of the easier ones. CIEN and LMG.a, too. Not sure how long the February sell off will last. . . not even sure if it will make it to February. . . but I still believe we sell off the high fliers ONE-BY-ONE. . . so you will hardly even notice the selling. . . . and it will not be evident in the index. Rande Is

To: Joe Smith who wrote (18405)	1/11/2000 9:31:00 AM
From: Rande Is	Read Replies (2) \| Respond to of 57584

No gap ups to sell into today. . .I've been watching pre-market on JDSU as a sort of bellweather. . . immediately upon opening, the price was walked down. . . .modest trading in the 196-197 region. . .down 3-4 . . but as of 15 minutes before the bell. . . the price has been walked right back up. . .which clues us that there are probably more buyers lining up than sellers. . .it wouldn't surprise me if it was back at even by open. I think we move higher. . . the money flow was extraordinary yesterday. . .and since prices were up so sharply, I would think that many were unable to get into the stocks of their choice, since so few pull backs. Our focus at this point, needs to be on earnings. . . playing BEFORE the reports. . .selling before, too. . . Today YHOO and NVLS report among others. Tomorrow, some financials start reporting. . .even more on THU. WED: Merrill, Paine Webber, MOT and ETEK, etc. THU: BRCM, EGRP, INTC, RMBS, TWX, VRTS, etc. FRI: BA, DCLK, DIGL, GM, UIS, etc. Open to plays on these issues. Rande Is