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

To: Lost to Voodoo who wrote (37533)	10/5/2000 4:27:20 PM
From: Mark Konrad	Read Replies (2) \| Respond to of 57584

AOL...just about the only b2c worth owning. The strong got stronger today (AOL, QCOM, NT, RSAS, COMS) and the weak got weaker: most chips, i-nets, b2c's and b2b's such as CMGI, ICGE (OMKT is now priced cheap enough for a takeover...if it goes down just 3 1/2 dollars more I can buy the whole company!). Good gains so far this week in a handful have helped offset losers, though not completely. Still holding smaller positions in AKAM, INKT, INSP, ISLD, NBCI, RAZF, KEYN (varying paper losses in almost all) while enjoying gains in AOL, A, QCOM, RSAS, COMS, FBCE, FDRY, JDSU, etc. The value of a diversified portfolio is particularly evident during down markets! I think we're churning through a bottom right now marked by frustrating up/down days (repeatedly retesting lows). Clearheaded patience will pay off hugely in the weeks and months ahead, imo. Will we hit 31-3200 in the next few days or weeks? Maybe. Will we hit 41-4200 or higher by year end? Surely, in my opinion. Congrats to Shroom on PLUG! Have a great day, everyone!--MK--