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

To: mike machi who wrote (34970)	9/14/2000 4:10:57 PM
From: Linda L	Respond to of 57584

ORCL - declares 2 for 1 stock split

To: mike machi who wrote (34970)	9/14/2000 4:33:13 PM
From: Mark Konrad	Read Replies (1) \| Respond to of 57584

Good point on AKAM, Mike, and I wasn't trying to sound flip. The broad selloff at least partly triggered by Mr. Bloch did take AKAM (and many others) down sharply from its hod...and then it quickly recovered. I believe AKAM is a good buy at 65 or less and a steal at or near 60. The lockup expiration is already priced into the stock, imo, and will either be a non-event or trigger a big upmove similar to FNSR's when it's TWO lockups expired this past summer. My strategy inolves equal dollar-sized positions in both INKT and AKAM as well as a smattering of other i-net content/storage stocks. They will all be 25-100% higher than current levels by eoy, imo, and then we can smile to ourselves just as we did this summer with optics/fibers/switches. Btw, yesterday I mentioned MAT as a "stocking stuffer" at 10 3/4; today it's about 11 1/2...Merry Christmas!--MK--