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Technology Stocks : John, Mike & Tom's Wild World of Stocks
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To: John Pitera who wrote (1481)7/11/2000 11:33:38 AM
From: Logain Ablar  Read Replies (1) of 2850
 
Hi John:

I also see LU with the potential to hit $40ish. My concern here would be the overall market. If LU is doing poorly it may be the sign to come of lowering valuations. The problem can be competition. If I was an owner (which I'm not) I would have a trigger on the sell button after this conference call. If the analyst and fund managers don't like what they hear they will be dumping ASAP.

It might also be wise to take a partial position off the table and use the funds elsewhere.

what percentage of the market used dialup 24 months ago,
and then now today, and what % will use dialup in
another 24 months. dial up has to be the low end.

As soon as DSL or cable is in my area (end of summer for cable) I'm on. At home now 95% of the time we connect @ 24k (right now is one of the rare exceptions @ 36k and this is the best we have @ home). My small office work line is normally @50k.

CNXT competes against companies like BRCM... you surely
had better buy BRCM and BRCD when they come back
to their 200 dma next time. We'll the markets seem to be getting ready to move from intensive care to the semi private rooms so the 200 dma is out for a while. Amazing what a week can do. The DWA indicators are starting to look healthy but I'm still keeping my finger on the sell trigger.

Tim

PS CAMP has never pulled back to enter a position.
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