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

To: david sandel who wrote (38484)	10/17/2000 3:30:50 PM
From: Mark Konrad	Read Replies (2) \| Respond to of 57584

RAZF (which I still own) and many others are speculative lottery tickets to me now, purely because of their price points and in spite of interesting fundamentals. They are excluded from "serious" investor/manager lists and are especially vulnerable to further tax loss selling, imo. In a 100% portfolio I wouldn't allocate more than 1-2% to any one of these new economy "pennies" and no more than 20-30% total for even the most aggressive position traders. Why buy a money-losing "no cap" when AOL is being given away (imo) at 45 or LRCX at 15 or ISLD at 13 or....? Don't get me wrong; I like RAZF and others and own them...I just wouldn't bet heavily on them now when stronger companies are also cheap--MK--