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Strategies & Market Trends : Steve's Channelling Thread

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To: Larry Brubaker who wrote (6453)	10/19/2000 9:20:58 AM
From: Logain Ablar	Read Replies (1) of 30051

Larry: Good trade. The wholly one has strong support @ 11 to 12. Why we almost made $11. I remember being flamed when I pointed out we'd see 11 before 20 on this one. Anyway I had a choice of the holly one or LTXX @ 12 and since LTXX makes money, has an expanding customer base (due to being 6 to 12 months ahead of competition with new product), is taking market share from TER, has over 2 quarters sales in backorders, indicated on the last cc that their orders were accelerating, their b2b is higher than the industry b2b and they have current assets over current liabilities of $5 / share (in cash and s/t) and is way oversold guess which one I pulled the trigger on? Tim

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