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

To: byhiselo who wrote (37564)	10/5/2000 11:31:23 PM
From: DlphcOracl	Respond to of 57584

byhiselo: Appreciate your advice. My rationale is that companies with less than stellar earnings or guidance would have already pre-reported by now and the remaining news should be positive. However, your advice will be heeded--I will keep some cash on the sidelines. I HAVE bought full positions in the most beaten-down chip stocks: LRCX, AMAT, TXN, ATML, NSM and CMOS. These are stocks which have the earnings to support their very low current valuations, stocks which will not disappear.