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

To: Rande Is who wrote (44759)	1/5/2001 10:15:02 AM
From: AJL	Respond to of 57584

chip equipment makers showing strength--lrcx, amat, asml, klic, klac, nvls. (disclosure: i own amat & lrcx)

To: Rande Is who wrote (44759)	1/5/2001 12:28:44 PM
From: American Spirit	Read Replies (2) \| Respond to of 57584

Rande, what's your guess on how much downside we'll see here before a supposed burst mid next week? Clearly there's some short-term profit-taking going on but nothing remarkable. MSFT and IBM are slightly up for example. SO is IFMX which must have something going on (buy-out? knock on wood). Also telcos are holding strong. VZ is my and FON is unchanged. I guess the question could be boiled down to the low on CSCO. Anyone want to take a guess?

To: Rande Is who wrote (44759)	1/5/2001 12:49:35 PM
From: American Spirit	Respond to of 57584

Super dog report: As we've seen the greatest dogs of 2000 are amongst the best gainers in 2001. ESHR CEO resigned to start a ministry with stock at bottom. ESHR market now 22 million on 60 mill revenues. ORCL and AOL deals. KANA needs their award-winning product too. Maybe a takeover or something coming. I don't see any downside unless they're going out of business. last report 14 mill cash in the bank. Sells at less than 50% of book value now. LOR - back down today and a full two bucks under book value again. LOR will have to take on an investor partner or sell out soon. Their satellite fleet alone is said to be worth over $10 a share. ELNK - back down. Watching that one. Ditto AAPL, CMGI, NOVL, UIS (after a nice surge) ERICY got aggressive buy recommendation today. Sits near bottom. Watching NT and LU for possible entry points.