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

To: Rande Is who wrote (31543)	8/8/2000 3:40:07 PM
From: Mark Konrad	Read Replies (3) \| Respond to of 57584

MSFT...yup, added it as a chart buy at 69 last week, also AOL at 52...still a great time to get these two, imo...IBM continues strong. Lounging at the pool...looks like the market joined me! Couldn't care less what's moving CTXS or OMKT. Just enjoying the run. Today's pause presents an opportunity to add (or get in) to JNIC, FNSR, LPTH, ADAP, imo. "TA" takes on a whole new meaning poolside!--MK--

To: Rande Is who wrote (31543)	8/8/2000 3:43:05 PM
From: carepedeum2000	Read Replies (2) \| Respond to of 57584

market looks like its ready for a break, dow is strong, but nasdaq doesnt look like it has enough juice to bust through 3900, so im expecting a rollowver and retest back to 3750 or lower, cisco would have to be whisper numbers to get naz to bust through 3900 and that is not likely, they should just be "in line" with estimates, that means more than 15 but not 18, so that is a net disapointment when you trade at their peg, think ill just buy some oex puts here as "insurance", thanks for the headsup julie on the cisco analysis, i think you are right on