Steve's Channelling Thread Message Board

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Strategies & Market Trends : Steve's Channelling Thread

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To: Zeev Hed who wrote (2330)	6/12/2000 4:39:00 PM
From: Logain Ablar	Read Replies (1) of 30051

Zeev: ONT is presenting at some conference tomorrow. I owned CTXS way back right after MSFT "almost" didnt' relicense the code to NT (3+ years ago). Stock jumped big time once the deal was done on favorabe terms to CTXS. Company should do fine fundamently but the stock can be a separate issue (I think they have revenue growth issues which were highlighted today). I expect one of the fund families dumping today was Merrill and expect a downgrade as soon as M is done dumping their shares. The time to buy for bottom fishing is when the lawsuits come out. At that point it will be a value play. Tim

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