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Strategies & Market Trends : The Amateur Traders Corner

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To: Paul Kern who wrote (5719)	1/27/2001 1:38:01 PM
From: Paul A	Read Replies (2) of 19633

Ill share anything I hear with you/the thread over the next few months.. The company I work for is looking at flash memory to compensate for the slowdown in buying from the networkers.. Simple Technologies also made flash memory a huge part of their business plan so keep an eye on their report this week as well. Everyone around me is buying a digital camera or pda device.. I do alot of hiking and was thinking of getting a serious camera, and I cant see having anything less than 64mb to store a pile of pictures.. I have such mixed emotions on this that it seems like I can make an arguement either way! I think its just the uncertaintity thats going to kill them over the next few quarters.. Because even if the margins shrink and sales are sluggish over the next few quarters- the 1-2 year horizon seems like an almost 'sure thing', no? Might also be the fact that im real bearish on the markets over the next month or two.. Hey- Incidentally, ive pretty much ignored our portfolio and was wondering- if I wanted to sell ARXX, what are the rules? (sorry for not paying attention) and can I put it into another long position? ...hey- Dale/anyone- ZIXI? whats going on here?

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