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To: Larry S. who wrote (20096)6/17/1999 9:55:00 PM
From: Larry S.  Respond to of 53068
 
nice site:http://www.hardrightedge.com/trader.htm has interesting categories of stocks that fit certain technical patterns. also, further down, has charts and talk about certain stocks. today it has MSFT and WFMI among others. The MSFT chart supports why i like the stock and think it will run to at least 90 here. larry



To: Larry S. who wrote (20096)6/17/1999 10:23:00 PM
From: Ron McKinnon  Respond to of 53068
 
Larry

agree 100% with you on the box makers

good day today, some shorts worked, others did not
the LAUN gap made the day as I luckly held a ton over
nice to have the dice roll right once in a while

near the close things felt toppy to me
not sure for Friday with double/triple? witching

about 50/50 short/long; 50% cash

am boxed on CUST; played it a number of times today; both ways

plan on covering all my net shorts at/near the open unles some surprise

might short TER; ANCR SEAC SIII TERN all look topped out also

BNBN maybe for a long, hard call



To: Larry S. who wrote (20096)6/18/1999 1:56:00 AM
From: Mike Kehler  Read Replies (2) | Respond to of 53068
 
Speaking of different tech field sectors, what do you think of SEG here?

I have been following them for some time and think it is looking attractive at current levels. I think recent pressure is mostly caused by QNTM and WDC warnings (fear of SEG warning/earnings) and possibly also somewhat effected by recent VRTS transaction (they offered seagate software holders an exchange for SEG stock that recently - on Tuesday afternoon I believe - became liquid). I am somewhat concerned by the nature of the industry (cyclical), but everything I read seems to indicate that they are doing well in their market as of late (unlike the previous 1-2 years).

I am interested to hear what you (and others) think of this pseudo-commodity play ("pseudo" because of their significant holdings in software companies).

Mike