Piffer OT - And Other Assorted Nuts Message Board

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Strategies & Market Trends : Piffer OT - And Other Assorted Nuts

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To: Rich1 who wrote (40282)	6/19/2000 11:08:00 PM
From: Jorj X Mckie	Read Replies (4) of 63513

Hi Guys and Gals, Sorry that I wasn't around much today. Still bummed about Edwarda. Hard to get into the groove.... Here is what I am holding today: VRSN DIGL PEB QCOM - (very small position bought today, I am addicted) SLNK - (Wireless LANs are a good thing. Wireless IP telephones are a good thing, pullbacks after solid breakage of the BRL is a good thing) MRVC - (as I indicated on Friday, I was selling and likely was going to re-enter before the day ended, I bought back 1/2 of my MRVC position, I should have stayed where I was) CSCO - (of course) If you like that VRSN plays in and want a more affordable play, take a look at RSAS and ENTU. Both broke DTs today. RSAS - PE = 15 ENTU - PE = 361 VRSN - PE = NA I'll probably start with RSAS and then add ENTU...not sure yet. I like RFMD if it opens up a point or two tomorrow. With the run in the biotechs today, I was surprised that PEB didn't do a little better. I added more. I ditched the NEM for a loss. MRVC more than made up for it, but is sure did dilute the gains. JXM

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