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Strategies & Market Trends : Steve's Channelling Thread -- Ignore unavailable to you. Want to Upgrade?

To: Zeev Hed who wrote (182)	2/13/2000 12:09:00 PM
From: Logain Ablar	Read Replies (2) \| Respond to of 30051

Zeev: Thanks on ISPD. I used to own BRKT (the parent co that spun them off). Haven't followed for around 6-8 months. They are up your way, off rt 128 I think. I'm just trying to search for fiber companies (like ANCR & MRVC) since I think once we get by this correction the software (win2000 is this Friday, never bought into prog) and fiber areas will be the multi gainers for the year. I think we'll have massive rotation out of the internets (not the Soxx although they should retrace from here) and continued distribution out of the large cap techs to the smaller caps (small caps in this case are over a billion). So while I like the CSCO, JDSU, EMC, MSFT's of the world I feel there will be better risk / rewards in the MRVC, WIND, IFMX, ANCR's of the world. I expect all 4 of those to at least double in the next 6 months from todays levels. Lets get by the economic #'s this week and options expiration and we may start the next up leg (I don't think we have to wait till the March 21st fed meeting). As always its a stock pickers market. Tim