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Technology Stocks : Trident Microsystems (TRID) Reports Super Results
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To: JAG who wrote (2035)1/14/2000 1:00:00 PM
From: Norrin Radd   of 2056
 
OT - JAG - I think MATH is a good long term hold because of their expanding core business and their FreeScholarships.com venture which will launch the site next month. So I hold a core position but have traded around it with a much larger position. Right now I just have the core position as I took big profits in the rest a few weeks back

I really like internet company HCOM, I agree with Value Line that it's very undervalued. It is a large position for me. I also like INDI, AWEB, BNBN at these levels. I think the semi sector will continue to do well this year too.

So many fish in the sea, but I am cautious about the overall market as I think before too long a major NASDAQ pullback is likely in which case most stocks will tank. I have larger than usual cash positions in most accounts right now and I am short term harvesting profits more rigorously when I have them lately.
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