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


To: johnsto1 who wrote (33545)9/1/2000 12:30:20 PM
From: Mark Konrad  Read Replies (1) | Respond to of 57584
 
ADIC...no change on my opinion...unless the entire market tanks badly, ADIC is poised for a double from here this fall (with the usual peaks and valleys). Traders can make money between SP's and RBOP's while value investors can pretty much buy and hold.

NETS...hey, Kurt! NETS + Back-to-School = Breakout!

VYYO...my stops were hit at 32, bought back 1 position at 29 but more for a bounce than anything else. Chart has a lot of damage.

SAPE...bought yesterday but didn't get out...bottomfished today at 44.

Took more partial profits on GBLX from purchases at 24 and PSFT from original buys at 15, 22 and 26. Still like both, however.

Added one more position of NXTL today again at 52 3/4 for a total of 3 (1 the other day at 49).

Still positive on A, LU, NTT for biggies.

SPWX...wow! Holding from 60...no feel for a target, yet.

ADPT...flagged buy at 22 last week with a short term target of 27...it just ran past that today. Will trail stops to sell half at a minimum 25% gain.

OMKT...basing in mid 8's now for next leg up. Fun and daily profits for traders while investors can buy and hold for a double or triple before Christmas, imo.

INKT & AKAM...minor pullbacks today. These two, along with ISLD, AOL, LCOS, ELNK, NBCI, HLTH, etc., and some B2B's (PPRO, BVSN, CMRC, OMKT, etc), are cores for my fall i-net strategy. Throw NETP, NETS, EGAN, ENGA, BOUT, IMAN, IATV, LBRT into the mix as well. Good gains on all and will trade around the cores but the BIG money is yet to come, imo.

LPTH getting a mention on CNBC right now...

Regards--MK--