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Strategies & Market Trends : Tech Stock Options

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To: cal buzzell who wrote (5654)3/3/1997 4:34:00 PM
From: Judy   of 58727
 
Hi, Cal

Thanks for the conference information. I'll be watching stocks the day of and next trading day after the conference. Stocks with good momentum will move on good news, even if only transitory. Stocks with negative momentum will move down on bad/neutral news and stay flat on good news. Sheesh, what else can the CEO's of CSCO, COMS, and MACR say? MACR ... a real shame, kiss of death by AAPL. How about an update when you return from the conference? btw, one of these days we may bump into each other at one of these conferences!

Now on CUBE and ESST ... what is your mid-term view? Trading volume on CUBE suggests accumulation at 23-25 and so far I haven't noted distribution yet. Have you ? Can't understand why you didn't cover your CUBE short when it was 24ish and short/box it again the day of the RS conference. And you had all the information at your finger tips too, my dear.

CSCC is now looking interesting as a long to me. Tell me why you think it is a solid long-term play in the networking? I'd appreciate your views ... don't have the patience to shift thru all the moaning and groaning on the CSCC thread.

On WIND, I uncovered my shares the day it tanked. More on WIND another time.

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