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To: SJS who wrote (11557)	1/20/2000 8:21:00 PM
From: Thean	Read Replies (1) of 14427

Steve, I hope you didn't get faked out of CNXT today. It survived the $74 support. I got in at 74 5/8. But this is only a trade as I see all techs coming down soon. GNSS - it dipped below $20 again after their earning came out. Nothing new really. I got out of my 25 put by buying back at 4 7/8 today. Net loss = 3/8. Count myself lucky after all the fiasco. Landis was pathetic on CNBC this evening - all apologetic as his highly touted LGTO got pancaked. RFMD - also survived the $82 support today. But it is very close. PMCS - beat estimate but not whisper. With 2-for-1 split, this is a sell on good news candidate tomorrow. See what happened to BRCM and CNXT lately? MASK and PLAB - maintain their breakout momentum as money continued to flow from the equipment makers (TER, MTSN) to the photomask makers. However, I had expected a stronger breakout continuation today. PHCM - blew out earning. They may get to breakeven sooner than anyone anticipates. MERQ - only met whisper and another sell on news candidate tomorrow. OPMR - coming into sell range here at $35-36 after bouncing from the $29 support. Nice read: Message 12622023 BBY - back into testing the $55 support. Probably option driven. ONT - one higher high in, but I see the daytraders being very cautious on this one which is uncharacteristic.

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