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Strategies & Market Trends : Group Therapy

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To: E. Graphs who wrote (3543)	8/24/2001 10:20:00 AM
From: Logain Ablar	Read Replies (1) of 4564

E: I'm starting to lean towards the position we are not going to have a really good vomitt day to set a bottom. Started to add more equities this week as some of the old high flyers reached enterprise levels. So far this week CMRC (I've been in and out of this one so many times and still have some from its most recent trip to 3.1 (it actually spiked to 2.99), CORV (I have its net cash of around $2.3 by year end @ its current burn rate, can be off but its been trading below this level) ZOOX (should have good growth in 4th and 1st qtrs). Its bottom fishing and while we can go lower (I have lower targets for some other storage sector plays) I'm comfortable getting back in @ these levels. Of course you can tell by the stock prices none of this is on margin (still not the time for this). Tim

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