Johnathan Doe's Tech Stock Observations Message Board

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Strategies & Market Trends : Johnathan Doe's Tech Stock Observations

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To: Johnathan C. Doe who started this subject	1/5/2001 5:25:08 PM
From: Johnathan C. Doe	Read Replies (1) of 11

Hi everyone, or should I say, whomever? I've been gone for a few years, so this is almost new to me all again. What a diffence this posting envirnment now is though. Big improvements IMO. I've tracked the DSL group since my first days of trading back in March of 1996. Amati was my favorite stock at that time; it is now owned by TI if I recall correctly. AWRE then become my 2nd favorite. I'm following that one closely right now. PYDN, ORCT, and WSTL seem to be pretty well bottomed out and so I'm inclined to buy into these as a group. I'd also like to pick up AWRE and EFNT; but I can't decide if they have bottomed out yet. AWRE just had ok earnings, but how will forward looking be? EFNT is supposed to be hot. I'm also tracking FFIV and FDRY and I'm just about ready to jump into both of those; FFIV at under 10 seems a bargin. FDRY at 12+. I'm loving how all the broadband is now out. I think CMTO has bottomed out. I'm considering ASCX and AFOP also; new IPO's that should do well down the road I'd think. SOFO seems to be a bottom buy now. So is VNWK IMO. I'll continue to add to my list. At this point; what seems the best route to go is to collect killed stocks that have a great tech future, but are currently killed due to bad earnings and slow growth for the 1st half of 2001. They should take off ahead of the 2nd half of 2001.

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