To: speedbot who wrote (17353 ) 7/13/1999 12:30:00 AM From: American Spirit Respond to of 56537
DCTI - finally figured out with DD that Commtouch Ipo will be worth around 6 million to DCTI. That's not great for a 90 mill company but it's not chickenfeed either and can protect liquidity. Commtouch being an Allen company now might even go much higher. Never know with these IPO's. Either way, something to consider. SDTI - looks ready to be pregnant. Earnings coming up and the sentiment is very bullish. Like DCTI very protected by their internet investments. Plenty of profit there if needed. PE only 15. Competitor CHKP trading at three times that multiple. I was tempted to sell but not anymore. Expecting an all-time high. WIND - within a few weeks it will return to very high teens. Just missed a six point pop on WGAT today. My buy order was 1/4 below the low of the day then it took off 6 points up. In the sector, got a bunch of IATV and that one could really pop. Or not. Someday. Think we've got another three weeks at least of upward movement in the market. 2nd and 3rd tier stocks getting their run-ups now. Four I believe in which haven't gone up at all during the recent rally (except for short pops) are DCTI, COMS, WIND and CHRZ. Sooner or later for all four of them. PS: For a little perspective let's look at some of the stocks we held in october 98. I was crushed that day. Held XYLAN, AFCI, MRVC, lots of CIEN, BSVN - all in single digits. ERICY at 14. LU at 66 (before split, has more than doubled). That is where the real wealth can be made. Everyone wants to bail out before the fall but the market has ways of tricking lemmings. For now, the summer looks bullish as hell, for small stocks now. And for some big ones. I wish I'd held my T and MSFT. Am tempted to buy them back every day. Lots of good plays out there still.