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

To: Rande Is who wrote (36066)	9/24/2000 8:06:44 PM
From: Paullie	Read Replies (4) \| Respond to of 57584

BRCD, BRCM, CIEN, EMC, GLW, JDSU, JNPR, NTAP I did not run the numbers, but think about what would have happened to your portfolio had you purchased these gems 12 months ago. They multiplied somewhere between 3 and 10 times in one year. These are still good companies and we can still make money on each one of them, but now with market caps between 28 and 224 Billion $, it is a safe bet that they won't have a repeat performance of the past 12 months. Now is the time to evaluate the companies that we feel can have such a performance for the next 12 months. Right now, I have two votes: AMD and LPTH. I am looking for comments on the next year's high fliers (comments on my picks as well as others please.) Paullie