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: Jorj X Mckie who wrote (52432)	9/16/2000 8:37:07 AM
From: Logain Ablar	Read Replies (1) of 63513

JXM I think CMRC will be fine. Look how its been over the past 2 weeks. The auto exchange still has an issue with the participation between ORCL & CMRC (many other issues as well) and I can be patient with this one. Its revenue growth shelter it somewhat from a down turn BUT it will go if the BK arrives. My current holdings are BR, CMRC, DRMD, ENTU, NAT, SNDK (back in yesterday as LTXX went out) WCAP (this is on its way out, too illiquid), WSTL. Hey WSTL buys from VRTA. The gas situation in England is hurting WSTL with BT delaying DSL installs. I'm ready to just pull the trigger in DVN and add it to the port. Also sold UCL this week. I expect some fresh $$ this week in the market now that the government coffers have been replenished. Tim

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