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Strategies & Market Trends : Stock Attack -- A Complete Analysis

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To: dennis michael patterson who wrote (20378)	4/13/1999 7:08:00 AM
From: Electric	Read Replies (1) of 42787

dennis, I would buy CMGI at these levels, I dont like to spread that ammount of cash around for a stock though, so I would buy options and might when the stock gets near the split time. I saw the sucker at 120 and knew it was buy time. CMGI is a core hold, an excellent stock. I also like your NTBK play and VERT too, I wish VERT had options, I like to leverage my picks if they are over 100 per share. Dont give up on DELL just yet, however I agree that the sector is in the crapper, making the sub 1k machine is bad for business, margins are too low and if anything that is what is likely to kill DELL, if they go there earnings growth quarter to quarter will be minimized. Keep your eyes on smaller names, I know I dont want to touch them but a few that I watch now and then have been moving. I am with you about the nets though and I dont mean the B-Ball team.. ~ggg~

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