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

To: Rande Is who wrote (23589)	4/7/2000 3:24:00 PM
From: Rande Is	Read Replies (1) \| Respond to of 57584

Genome biotechs once again moving in lock step. . . I added more CRA to those I held. . . PDLI and GENE.

To: Rande Is who wrote (23589)	4/7/2000 3:30:00 PM
From: VanScott	Read Replies (1) \| Respond to of 57584

Rande-ADAP looking strong, may hold on longer this time.Bought and sold 3 times for some good profits.Glad you brought this one to everyone's attention. Have a pleasant weekend.Van.

To: Rande Is who wrote (23589)	4/7/2000 6:49:00 PM
From: Paullie	Read Replies (1) \| Respond to of 57584

Rande and all, The conversation about buy and hold vs. a modified (hybrid)buy and hold (ie. seasonal buy and hold - until the next season) was great. In fact it reinforced my original gut feeling to lighten my load when Rande suggested three weeks ago. (Note: I stayed my course of buy and hold and did not follow my gut.) So yesterday, I said "self, your stocks recovered a little this week and the trading port is still up about 45% since December (was as high as 60% though), and I do foresee the tech stocks slouching this summer to include a sell off after earnings." Compound this self reflection with the overtones here that tech stocks have not seen the worst this Spring, and I had made myself a decision! I decided to lighten my load yesterday - a lot, about 60% cash. My intent was (and is) to not trade tech stocks until after the post-earnings drop. And what happened today - everything I sold went up! Rande, I have learned from you though and I kept "free" shares in adap, lptha, jdsu, brcm, and vtss. So, for everyone's benefit, I will try to let you know when I do this next time. Then you can all buy and make lots of money :) Well Rande, an incredible move in optical stocks - my favorite, and I missed out on most of it. Rande and all, what are you thinking about the market now and what will your strategy be this coming 2-3 weeks? Any comments are welcome. By the way the sarcasm was intended in a playful manner. I am actually quite comfortable in my position, just feel a bit left out. Paullie