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Technology Stocks : Stock Swap

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To: Robert F. Newton who wrote (17103)5/20/2000 3:22:00 AM
From: Andrew Vance   of 17305
 
Radarview is coming along fine. Slowly but surely the word is getting out. I have a person working on the website which is becoming a thing of beauty relative to what I had. still under construction but coming along nicely.

The best thing, I believe, is the timeliness of the newsletter since we have been able to make money on this weird environment. Since early this week, we were taking profits off the table and building up cash reserves before this recent pullback. the crowning glory was the ides of March to Tax day market call that allowed readers to make a small killing in the market since we had everything timed well.

As far as CSCO is concerned, we put CSCO in a league of their own much like the #1 players in their respective markets (AMAT, INTC, DELL, MSFT, etc.). At current levels it appears CSCO is a helluva deal for the long term. I do see some competitive pressure, but not enough that Ia m concerned. COMS, on the other hand, is a cause for great concern<GGG>.

We have a few interesting things we are discussing in the newsletter these days that oculd lead to some decent profits over the next 4 weeks to 2 months. We even have a new volatilitplay that has been presenting more than 20% profits every 2 or more weeks for the past few months.

How's married life treating you these days and more importantly, are there any Bob or Bobbie juniors in your life these days? The market is exciting but not as exciting as discussing good things with good friends here. Friends and family is where it really is at.

Unless, of course, if there are any good jokes, sound bite, cartoons, or even some flaming arguments to distract us here. Too bad this thread died off, it is like losing a good friend.

AV
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