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

To: maverick61 who wrote (50957)	4/23/2001 10:59:14 AM
From: American Spirit	Read Replies (2) \| Respond to of 57584

Value picks: Thanks. Both lists look good but I didn't own most of "My List" in March and admittedly had a lousy month in March (though I owned EMC, VZ, IBM and GE which did okay), as did almost any long. April and May is what I'm focused on now and besides NT which I don't own I LOVE "My List" going forward. And if you got TQNT you did well on that one. I'd be holding through and buying into profit-taking. As I said last week, we can expect one or two minor profit-taking waves a week to keep things rational. Otherwise we trend up. How do you like that $9 target on LOR from Unterberg? It's at 1.5 now. Up 7% now amidst the sell-off. I don't own ERICY but am tempted at 5 3/8 and lower. That's a nice price revenues vs. market cap and that's one company which will definitely be around to dominate again. Some poo-poo it because they jettisoned handset sales but they weren't making money on them anyway and can out-source and still make some $$. They also have 40 million handsets in the pipeline to sell. Handsets are like PC's, they'll stay cheap. The real money is in wireless service which has to be priced reasonably but is still a growth area. So I like SBC and VZ there. Both at bottom price today IMHO.