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

To: Rande Is who wrote (8015)	6/5/1999 3:13:00 PM
From: out_of_the_loop	Respond to of 57584

Right on, Rande! I used to trust the WSJ, and now I am even somewhat afraid to trust the wine reviews (I wouldn't buy any cases based on them,anyway). I have read so many things that are short plants, incorrect "facts", etc. and I have had several unanswered e-mails and phone calls to editors who are obviously uninterested in anything other than twists by big money, who are, as usual too late or just plain wrong. The internet stance of Merrill Lynch and their reversal is a laughable illustration of the shortsightedness that has now rendered their market cap much less than Schwab's. Unfortunately, the publications are able to move the markets to suit their means. Those with overdrawn margin accounts and without the means to maintain them will get screwed. Those who prepare financially and don't follow the every whim of Wall Street nimrods will win out eventually. Who needs to pay 40-50% cap gains, anyway? I don't learn much from Louis Rukheyser, but I do respect him for consistently saying the short term panics are crap. Good work and I will look forward to reading your books.

To: Rande Is who wrote (8015)	6/5/1999 3:16:00 PM
From: ynot	Read Replies (1) \| Respond to of 57584

wireless is the winner, broadband loser in nextgen www, imho access will be by phone/2way RIM-style pagers...silly me, missed RIM about 3 weeks at 15 7/8...oh well radical thought, but really i don't give @sh*t :))) ynot :)

To: Rande Is who wrote (8015)	6/5/1999 8:22:00 PM
From: Paullie	Respond to of 57584

Rande, Awesome post! still would love to have that mutual fund! Thanks for all your hard work and your willingness to share. It has helped me and many others here. I too feel that the internet is going to transform shortly (1-3 years) into something most cannot imagine now. And i think most of it will have to do with digital broadband and wireless technology!! paullie ps. i missed out on the past few years of internet stock boom, but i think that the next few years will lead to many more opportunities - most of which will probably be more solid (profitable)!

To: Rande Is who wrote (8015)	6/5/1999 9:57:00 PM
From: Triffin	Read Replies (2) \| Respond to of 57584

Rande Is .. To all: What will this weekend's Amazon.bomb be? I'll nominate Friday's Portland, Oregon ruling against T and TCOMA .. Would be interested in your take on the larger issue of potentially declaring the existing co-axial/fiber cable plant 'common carrier' status and therefore available to any and all broadband service providers. Specifically, implications for 1) ATHM / Roadrunner / SOFN / WGAT / HSAC 2) The cable cos owners of ATHM/Roadrunner .. COX/CVC/CMCSK/ADLAC 3) Non broadband ISP's .. AOL/ELNK/MSPG/RCNC etc 4) Rate of xDSL and high speed wireless roll-outs Jim in CT ..

To: Rande Is who wrote (8015)	6/6/1999 8:37:00 PM
From: MKTBUZZ	Respond to of 57584

Love that post Rande.

To: Rande Is who wrote (8015)	6/6/1999 9:56:00 PM
From: DlphcOracl	Read Replies (1) \| Respond to of 57584

Rande Is: Speaking of internet stocks, is it time to start wading in again, or should we wait until the CPI numbers on June 16th and the Fed meeting June 30th are out of the way? Also, with all the new internet IPO's over the past three months in play, how would you play this sector? Would you: 1. Stick with the first-tier, blue-chip internets and try to buy the one's that have corrected the most? 2. Would you look for one of the IPO's that have a legitimate business model or product and select those that have come way off their IPO highs? Finally, what do you see as the best internet stocks to purchase when it is time to re-enter the sector?