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

To: Rande Is who wrote (39901)	10/30/2000 10:47:22 AM
From: Mark Konrad	Respond to of 57584

OTFigured y'all got it well in hand, Rande. FWIW, I'm pretty much long across the board now with a little emphasis on FNSR accumulations between 23-27, WFII mid 40's, INSP below 20, LPTH mid 20's, CPN 78-80, NTRO under 20, EXDS under 30, AFCI and BKHM around 30, ISLD under 11(!)...and a few others can be nibbled with relatively low risk/high reward, imo. Dumped all my BOUT this am at 28...the whole seems less than the sum of the parts. Firesale prices may lead to further unattractive takeovers...and there are a slew of cheap candidates (dogs and diamonds). Under water on more than a few techs but all are poised for 25-100% gains by eoy (yes, eoy) from current levels once all the negativity and tax-loss selling is absorbed. This is one of the relatively few times I'm content to buy and hold and walk away from the computer and boob tube. All in my own flawed opinion...have a great day, everyone! Mark