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

To: Paullie who wrote (36071)	9/24/2000 8:26:32 PM
From: Bob	Respond to of 57584

I ran 'em for you Paullie, not actuals but close: 10,000 invested in each one: BRCD $48,000 BRCM $48,000 CIEN $60,000 EMC $29,000 GLW $47,000 JDSU $32,000 JNPR $68,000 NTAP $81,000 $80,000 invested equals approx. $413,000. Only if........ bobp

To: Paullie who wrote (36071)	9/24/2000 8:34:53 PM
From: johnsto1	Read Replies (1) \| Respond to of 57584

Paullie, It looks like both briefing and Net bulls are including MCDT in the small group of the hyper-growth New Guard... Briefing.com Updated: 25-Sep-00 General Commentary In a tumultuous week of trading, there was at least one discernible trend. Investors put money to work in the growth area of technology; more specifically, they targeted growth names that also happened to be profitable. Recent market weakness caused by earnings warning season jitters presented the opportunity to accumulate positions in the elite names -- companies with little to no chance of issuing a negative preannouncement. Among the standout stocks were Brocade (BRCD), Juniper (JNPR) and McDATA Corp (MCDT), each of which made new all-time highs (well, JNPR pulled up 1% shy).... Though you may not recognize each of these names, they represent the new guard in the technology arena. The appeal of these upstart companies is that they are still in the hyper-growth phase of their maturation. With the assistance of conservative earnings prognostication by analysts, these companies can usually be trusted to deliver over-the-top quarterly results. The breakdown in chip and chip equipment stocks this month was no coincidence. (The SOX had fallen 14.6% in September before the Intel warning). Given that this sector trades in a boom-or-bust fashion, recent indications of slowing growth by industry members made this one of the less attractive places to be going into warnings season. Like everyone else, institutions have an aversion to being blown up. So, instead of chasing cyclicals with P/Es of 20-30, they continued to bid up growth names with 500x multiples. NetBulls... netbulls.com Not all the news was bleak on the Nasdaq Friday, as witnessed by Handspring's 22% rise after a CIBC Oppenheimer analyst predicted that sales increases could outstrip growth by rivals such as Palm. Shares of Handspring, a maker of electronic organizers, have risen 78 percent this month. Handspring licenses Palm's popular operating system and address book programs for its Visor handheld computers. Visor organizers will accept expansion cartridges, allowing users to play music, make phone calls and perform other functions. Despite this week's tumultuous trading sessions, investors did establish a clear trend of targeting profitable growth companies. This new guard includes Brocade, Juniper, and McData, each of which hit new all-time highs. Earnings warning season creates not only jitters that result in market weakness, but also presents opportunities to accumulate positions in elite names. Investors focused on upstart companies that are still in the hyper-growth phase of their maturation, and have shown to consistently deliver positive quarterly results. Although the investing world will continue to focus on the carnage that Intel's warning produced Friday, we need to step back and look at the big picture. Intel's problems are not indicative of an insidious disease within the tech sector. Indeed, some analysts believe that Intel's warning addresses a technology paradigm shift from processing power to bandwidth. Just look at the stock prices of bandwidth purveyors such as Ciena, Nortel, and JDS Uniphase, which are all outperforming Intel. Bandwidth is now driving the technology revolution. We are currently in the early stages of the revolution shift, with soaring bandwidth supply outstripping demand. This paradigm shift reflects the strong health and resiliency of the tech sector. j1

To: Paullie who wrote (36071)	9/24/2000 9:23:04 PM
From: Rande Is	Respond to of 57584

Paullie, your thinking is spot on. NOW is the time to be looking for next year's triples. Thinking in terms of smaller big caps and larger mid-caps. . . . This is a great topic for discussion. I will throw some names out there to start the ball rolling. . . I agree with starting with AMD & LPTH. . . and might add to that a few of our other smaller fish like LBRT and ISLD. Finally the ADAP CEO mentioned the $1 billion in booked orders. . . remember how upset we were when he failed to mention that fact the last time he was on? Tell me these forums don't bring about action. I REALLY like AMD here at $25 bucks. I think it has the best chance of being the first to double of this group. . . provided they make it through Oct. earnings without any problems. Some longer shots at making the big time. . . . CNXT might be another that could become the next big winner in the broadband chip arena like PMCS and AMCC. I also like PPRO here as it races to catch up to ARBA & CMRC which are about to leave the atmosphere. Don't forget CRA & HGSI, the two mega-winners in the bio-genome race . . . I take mine with a side order of GNSL & GENE. And when considering potential doubles. . .we should not forget the internets. Stocks like MSPG, ELNK, ETYS, EBAY, VERT, VRSN, AMZN and ATHM should all be considered as the internet mania will return. . .if only for a single month. You know I like the internet advertisers. . .MMPT, TFSM, DCLK and NETP. . .[with CMGI & ENGA bogged down with a recent earnings disappointment]. . . . are all at or near their 52 week lows. . . .so on speculative strength, this group does not need to travel far to reach the doubling point. I still like Playstation II related stocks. . . SNE of course. . . even though it is high. . .I believe this company is coming into a new age of portable devices. . .and they are clearly the leader. . ready to meet demand. . . .not to mention P-II. . . . And BBY and CC are both ready to sell these products. .. . with the most electronic Christmas ever just 91 shopping days away. . . or for those of you who are more technically inclined. . . . 2,190 shopping hours left 131,439 minutes left . . . or for the ultimate procrastinators. . . 7,886,369 shopping seconds left until Christmas. We haven't had our Santa Claus Rally yet. . . .and considering how much sooner everything is coming at us this year. . . we could be on the verge of it right now. . . Rande Is

To: Paullie who wrote (36071)	9/24/2000 10:31:07 PM
From: Techplayer	Read Replies (1) \| Respond to of 57584

Paullie, I like LPTH, but in light of potential PC demand issues I will steer clear of AMD. I have come to the conclusion that there is a disconnect between real analyst expectations/views and news hype regarding the fate of CLECs, bandwidth providers and the carriers. I like the sector and will probably pick up a "folio" to include the top 15-18 names that are all down significantly from their highs....wcom, vz, wmb, tcm, mfnx, sbc, gblx, mcld, nxlk, fcom, fthl, wcii, etc... long term. tp