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

To: Rande Is who wrote (19624)	1/28/2000 3:39:00 PM
From: Baton	Respond to of 57584

Rande: I am starting small buys in several "value' plays. Choosing between EMLX, TLAB, ORCL, CMGI, TXN and AOL. All of them stocks I don't mind holding if the sell-off continues through Monday. In fact, if it does, I'll increase my positions. Tuesday, we get a 1/4 point raise, new money comes in and we fly. JMHO. Baton

To: Rande Is who wrote (19624)	1/28/2000 3:50:00 PM
From: Mark Konrad	Read Replies (1) \| Respond to of 57584

OMKT...remarkable strength today. After setting all-time high yesterday of 55 1/4, it dipped to 49 and is now back up to 54 3/4 (with NAZ down 170). Good advice on separating accounts, Rande. The key is purely psychological and I solve that by segregating tracking portfolios. Same thing but I gain the advantage of having one larger account for credit purposes. OT-Going to Atlanta tomorrow to do a private Superbowl party with the band "Chicago." "Does anybody really know what time it is, does anybody really care?" Quite appropo.... Mark