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Technology Stocks : For Hedge Fund Analysts and Managers

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To: Sir Auric Goldfinger who wrote (308)	10/17/2000 12:13:17 AM
From: NotNeiderhoffer	Read Replies (1) of 499

Auric, Well I sold a decent chunk of PROX into the ramp today and even parted with a teeny bit of PLCM. PROX reports after the close tomorrow and barring a MOT takeout I don't think I have more than 10 points left in the stock from here anytime soon. If I am wrong somebody else can own it. PLCM is near the top of my sheets but I am starting to lose a little sleep over the valuation despite seemingly excellent fundamentals and oh yeah, I really despise the shareholder base. Funny how I see those folks in all my stocks. PLCM's earnings are out on wednesday and should be a lock. Hey, but whadday gonna do, and as you know Auric, mid-cap growth is fan-tastic. Besides, I have had two holding report so far and each stock ramped about 15% post earnings. So far so good but this week will make or break me. Not only that but I think I found someone more twisted than I am. Check out the profile on Alberto Vilar in the November issue of Worth that features Mark "wanna buy some of my YHOO" Cuban on the cover. Vilar calls his two sisters "neanderthals", labels one of his detractors "Mr. Peanut-brain" and then goes on to call Wiz "an investment genius". Alright, he does not call Wiz a genius but I will; they even seem to own some of the same stocks. Vilar even likes Wiz's CoSine. Looks like Trader Dave shares some of Vilar's picks too. And I don't think you can argue with the numbers these three have put on the board over the last few years, although I know you gag on the valuations of their average holdings Auric. Ya know, maybe Wiz is really Vilar. If he wanders off-topic and starts talking about Opera I think we will have our proof. Wiz=Alberto Vilar NotImprobable NotsureyouknowhowmanytimesIhavefallenasleepattheMetropolitanOperaHouseNeiderhoffer PS. METSMETSMETSMETSMETSMETSMETSMETSMETSMETSMETSMETSMETSMETSMETS one down and one to go HOO-HAA

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