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To: robert duke who wrote (3615)7/16/1999 9:47:00 PM
From: Techplayer  Read Replies (2) | Respond to of 8858
 
Robert,

OT...I will let you know if I do. I just played rbak and cmtn and bweb to some nice gains (50, 80, 55%) over the last 2-4 weeks, but with the huge runups, have taken most of my money to the sides in profits. We have a couple of weeks of earnings euphoria still to go, so there is money to be made out there. I will be looking between now and Sunday. A couple of other companies on the ISN list look interesting for late august into the fall, especially flnk if it drops back to the low 6's. XDSL is the other, but I have done no dd yet.. I will be very interested in seeing what happens to ATHM over the next 2-3 days. It has been falling on the news that FLA and Oregon want AT&T to open up its' cable lines to ISP's. I do not think that this will happen, despite the CNN report last night. Another one for a few month play would be MFNX (through ABOV since they are merging at 1.175 to 1 leaving some arb money to be made). Good company, recently added to the Goldman Sachs recommended list with a 60/share target. Atthis point, is there anything that you like?

I would never let the detractors get me down. I encourage all data since every angle needs to be considered in making a large investment. SNMM seems to have everything going for it at this point. It is the only stock that I have gone long on besides LU, BRCM, UNPH and HLIT (and small CSCO). None of these are penny stocks as I tend to go with growth companies.

Good luck,

Brian