Piffer OT - And Other Assorted Nuts Message Board

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Strategies & Market Trends : Piffer OT - And Other Assorted Nuts

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To: Jorj X Mckie who wrote (8241)	11/27/1999 9:59:00 AM
From: Logain Ablar	Read Replies (1) of 63513

Hi Tom: Thanks for your response on MRVC, CCUR and OBAS. On MRVC I agree they don't have a complete portfolio (not even close especially by a CSCO standard) but they do have a couple of good products hitting the market now). I also think long term they've best bet is to be acquired (maybe JNPR which invested in one of thier joint venture deals). I've been in and out of this one all year (missing the most recent run). I know your in the industry and appreciate you input. The piffers seemed to help OBAS this week. I'm still looking for an entry under $15 to add to my position. Good prospects long term. CSCO is only the beginning. On CCUR. We'll I'm just bring this to the piffers as an idea (I can highlight some losers I've mentioned in the past so we know I've been off base before). Just think its one of those future technology plays. Have you looked at AMD lately? Looks liked its finally turned the corner. I followed a comment of your last week to KM regarding PSFT and also looked at AMD. Both look good from a fundamental standpoint and the technicals have improved. Have a good weekend. Tim

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