Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: carepedeum2000 who wrote (29463)	7/12/2000 3:18:03 PM
From: Rick Buskey	Respond to of 57584

LPTHA----here comes the afternoon short-covering----looking to get shs. on the cheap.

To: carepedeum2000 who wrote (29463)	7/12/2000 3:22:52 PM
From: Rande Is	Read Replies (3) \| Respond to of 57584

Caught holding CIEN. . .another of those chatroom rumors that Briefing picks up. . .and makes real news out of it. . .if true, it would explain why it is always passed over for buyouts. . .waiting for a bounce to dump out before real world news picks up story. . . .could still be bogus rumor. . . fortunately, I only had a tiny amount left. How about CHINA today? Another big pop. But the real news was in CBBC [China Broadband]. . . as scammy as ALL the China stocks seem, I can't resist any stock that has less then a 1 million share float. . . especially when mania kicks in. . . .CBBC is capable of doubling in a single day as a momo. . . or even more if CNBC picks it up. . . given the right timing, the right day, the right volatility, the moon, and Ron Insana's biorhythms. Rande Is

To: carepedeum2000 who wrote (29463)	7/12/2000 4:37:12 PM
From: Joe Smith	Respond to of 57584

I too am bullish for a week or so, but I think the Institutional Investors are going to be at their worst, out for revenge after the rally runs its course. Analysts still trying to douse the flames, talking about the fall-out from the dot-com disasters. Looking to sell a lot at the end of next week. Take my nice tidy profits and wait for bargains at end of Summer. Take some time off with the big boys. Only I won't be in the Hamptons. So far this has een playing like from a script. We knew there would be an earnings rallies even as the "big" disappointments and downgrades brought us bargains. If you see companies fanning the flames with PR and analysts fanning the flames with Upgrades, then you know that it is time to go. Don't fall for their strategies that play right into your greed. "AMD--Target price at 120. Maybe I should wait? CMGI Target price at 80. Maybe I should wait? YHOO will surely get back to 200....etc., etc. " Waiting loaded up for now but with an itchy finger near the trigger.

To: carepedeum2000 who wrote (29463)	7/12/2000 4:46:16 PM
From: Joe Smith	Read Replies (1) \| Respond to of 57584

Congrats to everyone who jumped back on the B2B bandwagon. Great results from ARBA have not only propelled it but ICGE, VNTR, CMRC, VERT, etc. after hours. Look for CNQR to conitnue to climb from Rande's call at 3 3/4. ARBA is today's YHOO and B2B is tomorrow's dish du jour.

To: carepedeum2000 who wrote (29463)	7/13/2000 9:16:02 AM
From: Rande Is	Read Replies (1) \| Respond to of 57584

Good earnings week. . . .Holding AMCC, PMCC and MOT. Also BHH [B2B Holders]. . .looking for similar earnings moves from AMD, GLW, EBAY, EXDS, VRSN, CRA MMPT, LU, BBY for earnings. . . still have our long-termers. . . plus positions in ISLD, ARTT, ADAP, AHWY, CPST, CICI, CNQR, LDIG, LQID, IRSN, NBCI, RMTR, SPLI, SCON, TFSM,. . . . and swing trades VRGE, SPLI [again], RDOC, BHH [again], CBBC, AHWY, Sold ORCT yesterday. . .downgraded today. Sold OMKT last week. . .downgraded today Dumped CIEN last night. . .upgraded this AM. . .[duh!] Sold AETH yesterday. . . will move back into wireless stocks over next few days. . .on coming IPO wireless mania. Sold EEEE yesterday out of boredom. Sold SCMR for no good reason I can remember. . . <smirk> Sold MKTY & PLUG to cover an end of day margin. Sold positions on most all optics stocks on swing. . . will buy back on a pull back. Today I intend on sitting back some and just increasing and decreasing positions I already have. . . based on whether news [earnings] are out or yet to come. Rande Is