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Non-Tech : Net setting & Spearfishing (picks & hot stocks)

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To: John Anderfuren who wrote (2575)5/4/2000 5:25:00 AM
From: Gary105  Read Replies (1) of 2585
 
continuing to add msft on weakness - unfilled gap in upper 70s and in low 100s, also atea (buy small amounts so dont move price - next year they should benefit from new products, I figure every $10M in incremental software sales should result in $0.30/share incremental post tax earnings), adding rada to watch list

my guess is we should see significant buying opportunity today

as always, keep plenty of dry powder in today's market.

all imo
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