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Technology Stocks : New Era of Networks (NEON)
NEON 2.125-2.5%3:59 PM EST

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To: Susan Saline who wrote (966)11/8/1999 11:58:00 PM
From: nick cash  Read Replies (1) of 1222
 
baaaaaa. ok... let me see if i've got this right:

strong buy in the 70's

cut to accumulate or hold in the teens

upgrade in the 40's and 50's....

ok.

i think i've got it now!

geezzz, can you believe the power behind some of these moves Susan?! like i posted on the asdv thread today, these stocks are so overbought that i fear huge % moves to the downside when we take a breather- moves i don't want to be fully exposed to. but.... having sold 40% of neon @ ~27 and 50% of asdv @ ~25.... i'm hesitant to jump off this train. asdv hasn't even really seen the volume spike yet. this has been a great year for our style....

so.. what's on your bottom fishing radar screen now?

i have become sooooo tech heavy because that's where the bargains have been. it's a problem because i generally try to have some diversification in the portfolio. as such, i'm looking @ some non techs that look like they are/have putting in bottoms. ie: mck, rad, rsto (though the low avg volume makes it tough for me to navigate)

all information contained herein is for informational purposes only and does not constitute a solicitation or an offer to sell advisory services. equities noted herein are referenced in the context of the message and are not necessarily representative of any portfolio. both myself and clients of my firm currently hold long positions in asdv and neon.

and, of course, all is clearly imo only........nick
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