Gorilla Game Investing in the eWorld Message Board

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Strategies & Market Trends : Gorilla Game Investing in the eWorld

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To: tekboy who wrote (1809)	5/29/2000 12:37:00 PM
From: KevRupert	of 1817

I have no doubt that aus would like my comments about "sndk"! He even feels that the "sndk" janitorial staff is the best in the business! lol My emphasized hi-tech plays right now are: 1) jdsu, 2) ntap, 3) cree, and 4) sndk. They are all basically all-sold out in their products, have high demand for their products into the foreseeable future, have all been hacked down badly with the tech market, and have trounced their anticipated eps #'s by a significant amount. I believe these could be some of the first movers back. But if I could indeed see into the future then I would have hit the lottery on Saturday night! I still see the csco/sunw/orcl names as being over valued - but they will move with the tech rally due to their leadership position. Good luck, advalorem

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