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Technology Stocks : RSA Security Inc. (RSAS)

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To: John F Beule who wrote (261)8/22/2000 3:31:20 PM
From: Eric L  Read Replies (2) of 374
 
<< I've been looking at QCOM at this level >>

I have adequate QCOM, but I do think it is a great buy at this level. Actually RSAS is probably a good buy at this level, but for the life of me, I can't figure out where this sector is headed, so I'm staying out.

<< I noticed your post on the new chipset being released by them. That said, you may want to look at SNDK if it gets in the 60's >>

Happy to report I caught some SNDK last week at 64 (about the same time you bought SNDK and NTAP. I had a GTC limit buy in at 85 to add to my existing NTAP position when NTAP was at 87. Its still standing. No question where the storage arena is headed. Both NTAP & EMC have treated me very well this year.

As for SNDK (which I've been watching for sonme time) my choice was between SNDK and ITWO. SNDK's P/E of 17 won out over the 800+ P/E of I2.

- Eric -
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