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Technology Stocks : Efficient Networks Inc - (Nasdaq- EFNT)

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To: P314159d who wrote (594)11/5/2000 11:04:19 PM
From: Mark[ox5]  Read Replies (2) of 675
 
No, I won't.

But Im glad on your 3rd try you found the right CPE stock. And yes of course Im sure you shorted NTPA perfectly, and WSTL you were telling everyone to sell yet somehow held yourself? Or do you usually tout stocks you are not in... ok not tout, let me rephrase "defend vigorously".

Good choices on AMCC, RBAK, TXCC, CMRC, ADI.

JNPR any monkey could make money on that one.

TXN is good for a big cap, but I prefer the smaller guys.

The only one Ive owned for a while is CIEN which I sold when the fibers went nuts and now Im back into SCMR, AMCC, PMCS, JDSU/SDLI on the NT related washout.

And no Im not going to give you credit on EFNt or listen to you when you were pissing and moaning about the sales expense (1 whole whopping negative you could find, and boy did that sales expense pay off this Q with the DSL implosions left and right.. nice to have more than 3 customers like your fav company) when i listed about 10 reasons not to be in WSTL and get attacked.

But thanks for letting me know I have a sound investment in EFNT. Without your guidance I was tempted to sell! Yeh sure!

Thats ok though, we all have our investing styles.. yours is 1 leader forward (EFNT), 2 implosions backward (NTPA, WSTL)

1 out of 3 ain't bad. Your investing % is much like a mutual fund.. buy the group and yes you will eventually hold the winner. Oh wait, you were shorting NTPA and out of WSTL (while defending its beautiful execution to no end) so you were 3 out of 3. Got it. i wish we could all be as good as you... Thanks. I will make sure to adore you over the next 6 to 9 months; thanks for blessing us on the thread.
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