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Non-Tech : The Critical Investing Workshop

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To: unclewest who wrote (16872)	4/28/2000 6:48:00 PM
From: mtnlady	Read Replies (1) of 35685

Sounds good UW (i.e. concerning CREE). NTAP, SEBL, CREE and JDSU are my major focus areas. Two monday ago's 'wipe out' forced me to focus almost all my energies into one perhaps two directions which I did. Choosing NTAP and SEBL. No doubt about it though.. CREE and JDSU are major players and I will be back in as soon as NTAP hits my goal and I diversify a bit. SEBL I'm in for the extreme long haul. JDSU I only made a short play in via ETEK this week. But back out again now. I may even.. Lord forbid (Lol!) pull out some of my margin and invest in CREE now if it looks like they are on a break out. I will take a hard look at the numbers premarket Monday and make the call. Market conditions (not company conditions for I know CREE is solid) will determine if I buy CREE Monday/Tuesday or not. If I buy it will be for the long haul.

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