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

To: Trumptown who wrote (28395)	6/23/2000 9:51:00 AM
From: carepedeum2000	Read Replies (1) \| Respond to of 57584

looking for upside bias friday/monday, big pop tuesday into fed meeting, heres my list for today lxk- high quality, low risk, should be good for 70 area by next wednesday atml- good chip chip stock (flash memory) rfmd- wireless play glgc- gene play with lots of cash hlit- this one deals with "fiber" a magic word, beaten down, but making money i agree with rande's market scenario, limited downside from here, big pop very likely next week, i dont see any rate hike next week, dont think greenspan will actually come out and say he's done, best he will do is "hint"

To: Trumptown who wrote (28395)	6/23/2000 10:22:00 AM
From: Rande Is	Read Replies (4) \| Respond to of 57584

. . FNSR - Finisar Corp., Sunnyvale, CA. . . . Business Summary Finisar Corporation is a leading provider of fiber optic subsystems and network performance test systems that enable high-speed data communications over Gigabit Ethernet-based local area networks, or LANs, and Fibre Channel-based storage area networks, or SANs. Its optical subsystems convert electrical signals into optical signals for reliable, high-speed data transmission over varying distances, speeds and transmission mediums. The Company sells its optical subsystems to manufacturers of networking and storage equipment that develop and market systems based on Gigabit Ethernet and Fibre Channel, which are advanced transmission protocols used in high-speed LAN and SAN applications. The Company also provides unique network performance test systems which assist networking and storage equipment manufacturers in the efficient design of reliable, high-speed networking systems and the testing and monitoring of the performance of these systems. Finisar Corporation is a provider of fiber optic subsystems and network performance test systems which enable high-speed data communications over Gigabit Ethernet-based local area networks and Fibre Channel-based storage area networks. For the fiscal year ended 4/30/00, revenues rose 89% to $67.1 million. Net income fell 5% to $2.9 million. Results reflect increased sales from new and existing customers, offset by increased amortization of deferred compensation. Optical Broadband Sector 52-week high = $61.72 52-week low = $19.12 Current Price = $24.25 Insider Ownership = 60% Institutional Ownership = 34% Net Inst. Buying: 17.6M shares (+24.65%) (prior quarter to latest quarter) Positive Earnings [though small, JDSU has negative earnings] Cash On Hand: $300 million Aggressive acquisition plans for 2000. Customer List: Intel, Sun, IBM, EMC, Hewlett-Packard, Newbridge Networks Shares Short 2.5 mil [4%] as of May 8, 00 . . Recent News: Index: biz.yahoo.com biz.yahoo.com biz.yahoo.com Research: biz.yahoo.com Interview with CEO: twst.com Audio Report: ON24/The Online Investor: Finisar: Riding the Fiber Revolution [Tuesday June 20, 12:35 pm Eastern Time] biz.yahoo.com I feel as though the company has not rebounded from its lows as others in the sector have. . . sitting just 5 off its 52-week lows. Also, Gigabit Ethernet is an important technological area. . .and Finisar is a leader in this area. Rande Is NOTE: This is not a recommendation to buy or sell. I am not a financial advisor. Do your own DD. I hold FNSR long at this time and I am an investor / trader, so my positions increase and decrease daily. Added to position yesterday. Increase in position this morning occurred at 10:26AM. Stock was at 24 1/8 at time of post.

To: Trumptown who wrote (28395)	6/23/2000 12:41:00 PM
From: Rande Is	Read Replies (6) \| Respond to of 57584

You are welcome on CTXS, Sting. Down another 4 points [-17%] today. The day afterwards it is suddenly easy to see how yesterday's surge in price was based on Market Maker manipulation in order to liquidate remaining inventory ahead of the new of the CEO resignation. . . .which they no doubt knew yesterday. . . and we learned about today. But we made the right decision yesterday, based on our suspicions. . . just as though we too knew the news ahead of the public. . . AND THAT is what this thread is all about!! Reading the tea leaves, so to speak. . . and successfully trading AHEAD of the street with the courage of our convictions. . . based on our collective knowledge, information and insight. Rande Is