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

To: jammin' salmon who wrote (40090)	11/1/2000 8:24:36 PM
From: Rande Is	Read Replies (2) \| Respond to of 57584

Hi, Jammin. It is true that "buy and hold" was not a good strategy during year 2000. But since techs have bottomed out, there is a good chance that this strategy will once again have some value. I took long-term positions over the past month. . . and have high expectations. Your list is nicely balanced, IMO. . . .and your entry points are near enough the bottom that they should all perform well over time. I cannot say what will happen in 5 years. If we get another summer bear like this one, it could throw us right into a recession or worse. Meanwhile, while buoyancy is positive, I am aggressively trading to make the most of it. [I was up 1% today, while the Naz was down the same and the NDX was down closer to 2%.] Best wishes, Rande Is

To: jammin' salmon who wrote (40090)	11/2/2000 1:32:39 AM
From: thecatwoman_	Read Replies (1) \| Respond to of 57584

jammin salmon, i find it hard to believe any professional money manager would consider that list balanced. there is no weighting in energy, financials, services, consumer durables, and health--all safe havens today for a balanced portfolio. also, if you don't want to diversify, look to balance your techs with undervalued small and mid caps. there are plenty of them now with quarterly sequential growth rates exceeding 30%. look for companies whose assets are greater than their market capitalization-- and look for companies that have the right coverage. clec and clec hybrids are great bargains now. and good small and mid caps will outperform the highly regarded standard-bearers this season. csco has had its day; it is my opinion it will underperform the market going forward-- you are much better off with a company like wmi or lu as a core holding, for 5 years(because of valuation). that is only my opinion, but my considerations are valuations first. fund managers pump csco so they can get out, don't let ANYBODY kid you. good luck and think for yourself. laura