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

To: STEVE who wrote (21985)	3/9/2000 10:00:00 AM
From: Rande Is	Respond to of 57584

Steve, my entry target was 28 or 29 . . and it hit that a few days ago. . .to the upside, I feel it could surprise many through the summer. . . as set-top boxes start to roll out in many cities. The thing to remember is that At Home has been "broadband minded" since the beginning. . . whereas AOL must re-think and retrofit. . .so At Home becomes a more logical choice. . their site is already graphics,sound,video intensive. My play is that I don't think ATHM will spend much time in the 20's. . .but will rather blow back through the 30's along with other portals. . .with a high of probably 60 in November. . . . [a far cry from original prediction of 100 by April. . . which is why I dislike targets. . even when you win and the stock doubles, someone will say you missed your target price] . .I also think that TWX and AOL will do better over the summer. . . Those that love to trade tech stocks are not just going to go away when their favorites go into hibernation. And my bet is they will find the beaten down techs. Rande Is