Steve's Channelling Thread Message Board

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Strategies & Market Trends : Steve's Channelling Thread

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To: Steve Lee who wrote (7298)	11/7/2000 8:23:50 AM
From: Logain Ablar	Read Replies (4) of 30051

Steve: Agreed on the shorting op down the road regarding Transmeta. Actually in the equipment area sometime down the road remember to look @ AMAT in the 20's. This is always a good area for leaps (maybe next October time frame). CSCO had a very good cc. Lets see how the market reacts after the open. I don't think CSCO will move too much today but the call takes some of the worry out of the market (60% growth this year, 40% next). Now valuation with CSCO is still an issue since if its projected to earn $1.05 proforma in 2002 this is 52X 2002 earnings. Tim PS - sell order triggered on BVSN yesterday (it didn't reach target on Friday, still like the stock technicals but it reached my target of $36). Still on too much margin so something will have to go later today.

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