Working All Day, But Trading Behind the Bosses Back Thread Message Board

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Strategies & Market Trends : Working All Day, But Trading Behind the Bosses Back Thread

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To: Mark[ox5] who wrote (771)	3/28/2000 12:47:00 PM
From: Mark[ox5]	Read Replies (1) of 779

Buying HLIT here at 98, but holding some money back in case it falls to mid 70s. Divicom closes in late April, from there it should be clear sailing as this Q is the weakest traditionally for HLIT. Great long term hold, but i do expect technology stock weakness in the summer. Will add more if it falls to 70s. ORCT is #2 performer on my list of 90 actively traded stocks in my group. (behind vtss) EMLX getting rocked today, nice overreaction--- gotta love the "investors" of today.. here today, gone tommorow after 1 downgrade. VNTR was a terrible mistake on my part. Smart Money put out an article on the 24th showing how they book revenue similar to Priceline.com.. and i HATE priceline.com's revenue recognition model. So now I suffer with this position as the big loser. TERN had more great news today with CHINA announcement. EFNT bought a security company.. no time to analyze it now.. not sure how much sense it makes... I'd be adding CLRN here at 116 support level if I had free cash. I wish ANAD would break $90 one of these days... so undervalued as compared to RFMD. Overall summary: new tech is in the doghouse, old tech (INTC, CSCO, DELL, NOK) is where the safety and window dressing is. Love today's announcement by Nortel (NT) - they just seem to be hitting on all clyinders in all departments.

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