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Strategies & Market Trends : Steve's Channelling Thread

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To: Sabrejet who wrote (11046)2/12/2001 12:08:16 PM
From: Bosco  Read Replies (1) of 30051
 
Hi Sabre! - after seeing the mkt in the last yr or so, anything is possible. However, gravity probably is a powerful force. It is amazing how a sequentially flat Q can do to EMLX --- and its brothers and sisters!

We will have to see how EMLX does at the Robbie Stephens tech conf. A tough call. Does Robbie feel p*ssed for EMLX to give a warning ahead of the conference? Or does it feel appreciative it is not the messenger of bad news? Already, Kumar is taking a whack at QLGC.

Over the weekend, I ve decided, no more LTH&B in my portfolio, nothing is sacred. Capital preservation and reallocation rule.

best, Bosco
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