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Technology Stocks : Terayon - S CDMA player (TERN)
TERN 28.75-2.1%Nov 26 3:59 PM EST

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To: Dan B. who wrote (312)2/18/2000 9:47:00 PM
From: dday  Read Replies (1) of 1658
 
Dan,

You are probably right. I happened to check the back issues (I keep them all in a file and refer to them from time to time). I noticed that Mr. T first appeared on the list in December. I didn't check any further back so I am sure you are correct.

I, too, have not always played his picks correctly. Out way too soon on NOPT and MFNX. I have held QCOM for a long time and that has been my saving grace. From my own viewpoint, I have tried to focus on his picks that crossover to the Gorilla Game methodology and didn't think clecs or clecs++ really fit the parameters. Probably should own some JDSU but I missed the boat on that one.

Right now, I am long GBLX, QCOM, TERN (held my nose and bought right after the earnings release). May reacquire some NOVL after the dust settles. Don't really have enough powder to spread into every name he likes but have they done well.

No crystal ball, but I have good feeling about Mr. T. Small float, good earnings and lots of demand.

Apologize for going a bit off topic.

Regards

Bob
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