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: Toby Zidle who wrote (2)	1/8/2001 3:59:09 AM
From: Johnathan C. Doe	Read Replies (1) of 11

I'm light in what I own right now. PMTC has been my favorite long hold; bought it at 9 1/4. Can't decide whether it will base in the 15's or warn and collapse back to where I bought it again. I'm betting it will hold 15+ and go higher. So that is one I'm in on at the moment. Another is BRIO. I think this has a great future. Bought it at 8 1/2; rode it down to the bottom; was it 2+, I don't want to even think about it. It was a buy, but I didn't have the guts. That would have been a nice average down. I own ORCT (7+), WSTL (12+), PYDN (5+); what a mess they turned into. My bet is that PYDN will recover nicely; whenever they move and that could be a year or two from now. I figure ORCT and WSTL are certain buyouts; but of course, when and am I right or wrong? RAZF; in at 5+; what a tough market. Didn't think they would cave in that deep. Hard to tell now if they have a future or not. CMTO; in at 5+; think that is going to pay off nicely sometime down the road. LU; buy it; forget about it; and look at it in 30 years and laugh all the way to the bank. XRX; not so sure what to make of them; tons of bad downgraded debt. I'll take a look at what you've mentioned. Seen all of them, but none had caught my attention to focus on. I've got other stuff; but that's enough to give you a flavor of what I am into. Broadband is going to re-ignite at some point. The lull makes a lot of sense. Computer makers and all the component makers are in a lull. This is typical of the tech market; a lot of hot and then cold periods. The whole "buy a home computer and get on the internet thing"; you can see how that could and did have a fad element to it. People don't have the time to put into the internet for the expense of it. Simple email and on-line shopping make sense. You still have to have guts to risk buying from the auction sites. EBAY though is just going to continue to be enormous. I can see how that can be refined in the future and really expand. It's still a bit raw today in the "protect the buyer and seller" area. As for this thread; I'm just going to let it hang out and will put time into it when I desire. So it might dry up as a thread for periods. I'm too busy with other stuff to keep it rolling in-depth.

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