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

To: maverick61 who wrote (51583)	5/21/2001 10:43:49 AM
From: Lone Star	Read Replies (1) \| Respond to of 57584

I live in Austin, and have a number of VIGN acquaintances and there is a big buzz- they've gotten very lean, the new sales force is motivated, but most importantly business looks good, to the point they are hopeful to be profitable by Q4. We shall see.

To: maverick61 who wrote (51583)	5/21/2001 2:38:46 PM
From: Mark Konrad	Read Replies (1) \| Respond to of 57584

Thanks, Maverick! Things are going EXTREMELY well, rehearsals and markets. Your post is terrific and deserves more time than I can give it now. Suffice to say we generally agree. A quote from my post last night is panning out terrifically (so far):"VTSS, AMCC, DITC, NT, CSCO, JDSU, JNIC, LPTH and RBAK are some I like right now at current prices." Most are moving strongly, particularly JNIC and LPTH. I've got a few minutes to check the markets; JT's brother stopped by a few moments ago and we just finished running the first half of the set....I know lawn tickets are not the most desirable but this show shouldn't be missed by any JT fan, imo (yes, I admit to a strong bias here). Oooops, someone wants to use the phone line I've glommed for my trusty PowerBook. Back to biz--MK--