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

To: Rande Is who wrote (35170)	9/17/2000 7:18:20 AM
From: SirRealist	Read Replies (1) \| Respond to of 57584

Rande; my previous post bases the targets I mention on historical, seasonal, Prez election year, IPO schedules, unlock schedules, earnings schedules, tea leaves, the varicose vein patterns hidden 'neath Regis Philbin's pantaloons, everything. The mid-October bottom comes this week, I believe, followed by 4 days of yoyo uncertainty. Then the first rally begins, through FOMC (10/3)... another 3-4 days of post FOMC/superstition-based-on-mid-Oct horizontal trading, then the October/November rally turns to gold. I normally don't run around with an unchecked ego, and that's not my point in preaching now. I just hate to hear cries of pain, gnashing of teeth, etc. Just for instance, on superstition week (10/9-10/13) did ya know Transmeta IPO is due? (Sympathy play hint for 2 wks in advance: NSM). I'm not the world's best stockpicker, but my gauging of the NASDy market has been pretty close since mid-March. Hope my guesstimates help. Kevin

To: Rande Is who wrote (35170)	9/17/2000 7:47:16 AM
From: American Spirit	Respond to of 57584

Right on, Rande. I've been holding my basket full ogf tech value stocks through this sell-off and have suffered little. With the exception of buying LU at 42 (too early not expect 36-37) everything has hung in there. In fact T, LOR, VZ, CPWR have ticked up. I still consider WCOM, FON, UIS, NOVL, LU and IFMX great safe buys here. Wish I had cash to buy some more. Anyway, the good thing about holding value stocks down 70% already is that even in a sell-off the damage is very limited. The key is always timing the bottoms but it's an imperfect science to say teh least. Other good buys are ESHR (now there's a possible fast double, DCX (down to 7 PE), TOM (another 7 PE). Which ones of the above are the best picks? That's up to the stock-picker but to my mind they're all great-great bargains with different strengths and weaknesses. And as for the general market, remember that despite the oil price scare we still have almost zero inflation. PS - I'm beginning to like the middle tier computer stocks too as they drop down. AAPL, IBM, DELL. I just don't have enough cash left to buy them. So will ride it out with the above. Disclaimer - I own them all except XRX. Do your own DD but go telcos and beaten-down software! Ra ra ciss boom ba! I'm in Prague now which is interesting. What are the hot multi-national products here besides wireless phones of course? WOuld you believe Dunkin Donuts? Everything here is 1/4 the price of the US. They use the internet a lot for their long-distance calls.