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Technology Stocks : John, Mike & Tom's Wild World of Stocks

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To: Logain Ablar who wrote (1633)8/1/2000 3:08:56 PM
From: John Pitera  Read Replies (2) of 2850
 
Tim, I'll be looking forward to the B2B article, upside
magazine has a pretty nice spread on B2B, I have
dead tree, I'll see if I can get it on line.

CAMP is back in the buy range and the fundamentals are solid.

you should be right on CMRC.

CMRC mkt cap of 6.5 billion, not too bad really.
There is some uncertainty about progress in covisant auto
B2b, and Orcl's coup with some of the airlines this past
week, has caused CMRC weakness.

I'm buying little bits of
SNE, NTT and NTDMY in Japan.

NZT has also showed up on SSB Global Value screen, and
I'm buying some of it.

I believe that global telco's are getting sold out and
will be basing and starting an up leg over the next 3-6
months.

JOhn
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