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Technology Stocks : STOR - StorageNetworks

STOR 32.21

0.0%

Feb 3 4:00 PM EST

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To: David Hansen who wrote (4)	6/30/2000 5:04:38 PM
From: Techplayer	Read Replies (1) of 9

David, I will wait a couple of days at this point. the markets might be a little shaky towards the end of next week while waiting for the jobs data. I expect that the numbers will be strong when compared to what I believe were bogus numbers last month. Also, SONS is the only recent IPO that has gonse straight up. ACCL, STLW and CPST have had sizeable pullbacks. I did buy some ACCL at the end of the day today (1/4 of a planned position). I am short SONS after doing some DD on those guys and reviewing the expectations for revenues and earnings. I hold a bunch of LU still, though I have been selling since January. I was very much overweight (very apparently so on 1/6) in LU. I will buy STOR on ANY weakness. I like the space, the product and the people. Best of luck, Tp

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