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

To: carepedeum2000 who wrote (22278)	3/15/2000 2:49:00 PM
From: JLS	Respond to of 57584

Switching into beaten up value, drug stocks SGP and BMY a couple of days ago, have some old shares of GLX... also today BAC, ASO, CPQ--thanks Rande, WM could be added to group. Look at what COST, WMT, HD are doing. BBY hasn't participated yet, but it's not as beaten as the others. Other beaten down's and retail we should be watching? Julie AGC..insurance play waking up. I'm sure there's a lot more out there.

To: carepedeum2000 who wrote (22278)	3/15/2000 3:01:00 PM
From: Trumptown	Read Replies (2) \| Respond to of 57584

Value plays looking good...money certainly flowing into the beaten dow...UTX, XRX, NKE...etc little YCC lookin' great! My NATS are sore...but still holdin' 'em... SR

To: carepedeum2000 who wrote (22278)	3/15/2000 3:33:00 PM
From: Rande Is	Read Replies (3) \| Respond to of 57584

Thanks, Carpe. . . just waiting on the youngest kids to get back. . .their dad is here on a visit. . . Meanwhile, sold some HEAR, AIS, FBCE, EUNI and NTCS. In addition to others I stated I bought for the summer. . . today I added GE, more BAC, more ABS, more NUT, more AMPBB, more RMTR [only spec tech], more LU, stocked up heavily in MCD the other day. . .never got around to BA or some others from our SUMMER VALUE/GROWTH portfolio. Still avoiding biotechs. . . any second more news about making genes free from patents could come out. . . it is too risky, IMO. . . plan on avoiding fiber optics for several weeks. . .and the small cap techs for about 5 months. . .only the LEADERS are worth watching for an early reversal in trend [against the flow] . . . perhaps in a few weeks or a month or so. When I get back, ask me for my target prices. . you won't believe your eyes. . .most of the very best tech stocks should sell off as much as 50 percent or more! They did last year. Holding some cores of our favorites [mostly free] like LPTHA, RDOC, UQM, LDIG and several others through the sell off. Bought a basket of bank stocks this week. . .but the sleeper is a small bank out in Oregon . . with a PE of just 9.7. . .and don't even talk about the float. . . I plan on holding this one for a while on that PE ratio. . . I like that AmSouth, too. . . and though I wouldn't bank at Bank of America. . .I cannot resist their 10.3 PE and the chance that they will be the first American bank to offer brokerage services to their customers through the license they signed with 724 Solutions. Wasn't I supposed to go somewhere today? Rande Is