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

To: Rene Madsen who wrote (22264)	3/15/2000 12:12:00 PM
From: Rande Is	Respond to of 57584

By Request: . . . . . . . Links to MARKET TOP CALLS on Tech Stocks Posted Wednesday, Mar. 8, 2000. . . . . Rene, perhaps you are reading too many unimportant posts and scanning over the important ones. . . just a thought. To all. . . Realize that I cannot say "SELL TECHS TODAY". . that would be assuming the role of a financial advisor, thus placing me under certain SEC restrictions and requiring me to be licensed as such. So you will never see such a post. . .rather, I explain the reasons why I am selling and give warnings. But I always pre-warn and reiterate, for those that may have missed an important post. I apologize for noise on the board that may interfere with your following my posts. Soon, that will no longer be a problem. One post has shifted by 2. . . so Post # 21888 became # 21890 . . . sorry about that. . .no idea what happened there. . . here are the links: Wednesday Mar 8, 2000 "Selling Most Fibre Optics Plays": Message 13113744 Wed Mar 8, 2000 "Elaboration: Opticals:" Message 13114674 To: jjetstream who wrote (21898) From: Rande Is Wednesday, Mar 8, 2000 11:10 AM ET Reply # of 22266 The reason I warn you guys to sell AHEAD of the others is partly due to the slow servers of the brokerage houses, once other traders realize there is a tech selloff. I couldn't very well say "sell sell sell". . . while Greenspan was talking. . .but I don't feel good about the Naz moving forward. . . .I felt as though we "should" have another rally. . .but the odds are not in our favor that we will. . . Beaten down techs. . .other beaten downs with low PEs. . foreign internet/fibre related. . . etc. So far, I bought ATHM, AIS, keeping RDOC and PLC, and I added one I recently found that has not run much. . .despite their impressive accomplishments. . . probably because it is on the Amex. . .it is UQM. Read their news and what they have done. Rande Is Message 13115021 Thursday, March 9, 2000 Started our yearly alternative. . . SUMMER VALUE/GROWTH PORTFOLIO. . .Here is the post: Message 13130638 The Summer Value/Growth Portfolio: siliconinvestor.com [should have been adjusted, due to AIS, MCOM and a few others that are falling with high-techs. . .but it sure has been beating any of our high-tech portfolios during the past week. . . which is why we rotated into this alternative portfolio last week when I posted it.] To those that missed my calls, I posted the following: Message 13191701 There are numerous posts where we discuss the top of the market and the Spring selloff which leads to the Summer doldrums. Here is another: Monday, March 13"those of you still heavy into tech stocks here. . . you are on your own." Message 13191022 I'm out of here for vacation . . .please, no more questions. . . God bless all of you, Rande Is