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Strategies & Market Trends : All about risk/reward and the games real players

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To: synnful1 who started this subject	10/15/2000 5:32:40 PM
From: synnful1	of 9

Mondays Picks: CMGI- Still plenty of up side could see high 20's by weeks end INSP- Selling subsided, First Boston was a Huge Seller on friday, when he was cleaned up the stoc started to lift, further they closed the GNET deal, and any one who wanted out did it on friday. ICGE- Pure play on b2b, also badly beaten should show signs of life this week. LU- Worst is over in stock, buyers including fund managers stepping in. Positive Barrons mention RAZF- Zero risk has 1.00 of cash on balance sheet. Stock is a 5. SFE- pure play b2b,beaten down safe play. NOVL- This 1/4 tells the tale may see some signs of life BRCD- EMC has earnings going to spark sector NTAP- same reason as above, storage is hot STOR- same as above CPQ- The ceo was pracitally gleaming when asked about up-coming earnings even though he declined to comment because of selective disclosure rules. Hey look at GTW

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