The Thread Formerly Known as No Rest For The Wicked Message Board

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Strategies & Market Trends : The Thread Formerly Known as No Rest For The Wicked

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To: Jane4IceCream who wrote (64102)	10/5/1999 10:03:00 AM
From: Ivan	Read Replies (1) of 90042

Jane. Yes, I am in CS. Yes, I believe they will be bought. Yes, I believe they will spin out Spectrum. Yes, they have a weak valuation when meassured against Extreme. High risk? I like anything in the wireless broadband space. Looking for sector rotation into that space beginning in November, rocking stocks like NTRO. Investment grade? INTC, MSFT, CSCO, ORCL Internet Comback kid? BYND, ZDZ Semi? AMCC, XLNX, ALTR, PMCS Rumors? ALA - could be working a HUGE DSLAM deal based on RFQ's to subcontractors - will it rock the stock? Oversold? RMBS Yes, I do follow some stock ideas also. Not just James Bond.

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