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

To: Wendisman who wrote (31726)	8/10/2000 12:11:28 PM
From: Mark Konrad	Read Replies (1) \| Respond to of 57584

ADAP...Wes, your info is helpful. I'm inclined to hold the remainder of my new positions through earnings unless the price collapses again. ADAP's chart is in oversold territory, imo, and previous reports from the company indicated a healthy backlog of orders (if memory serves)--MK--

To: Wendisman who wrote (31726)	8/10/2000 12:36:44 PM
From: maverick61	Read Replies (1) \| Respond to of 57584

Wes, your ADAP info is interesting. However, don't think I can bring myself to hold thru earnings. While I don't have scientific figures, my recollection is 80% to 90% of stocks this earnings season sold off after earnings. So, guess I am gonna play the odds and look to re-load after the sell-off

To: Wendisman who wrote (31726)	8/10/2000 1:54:40 PM
From: Rande Is	Read Replies (4) \| Respond to of 57584

Holding ADAP ahead of earnings. Impressive volume. . . much of which is short-covering. . .some is new investor interest. . .some is earnings speculation. . . . . .terrific products have led to sales backlogs. . .high demand is a good problem, but backorders are a problem nonetheless. At least now we'll get our chance to see how talented management is. . . this is where the rubber meets the road. Other factors indicate management knows what they are doing. So I'm betting they are growing the company in a balanced way. In the Fuel Cell announcement between GM and XOM, the only one I can see benefiting is BLDP as they are the only pure play automobile oriented fuel cell maker. . . though tiny UQM has made the prototype fuel cell driven engines for GM trade shows in the past. PLUG is strictly for homes and EFCX is cell phone batteries. CPST claims to make hybrid engines, though their name implies larger turbines are their biz. . .but they are so tiny, I doubt they would see much impact from such announcements. HPOW is still trying to figure out what business they are in. . . . MKTY is the CMGI of the fuel cell biz. . . and the smaller companies are just too small to matter much, IMO. So BLDP would be #1, CPST #2, then the rest would be bought by those buying the sector, not the company. . . or those that just don't understand that these companies are in the same sector but different industries. But make no mistake. . . .the mania that drove fuel cells, Linux plays, China plays and other momentum plays. . .is dead. The market, the Naz, Tech Stocks, Bulls and the Individual Investor are all VERY MUCH ALIVE. But for the time being, the Mania is history. . . . . but this too will return one day. Rande Is