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Technology Stocks : Jimbo's Playhouse/CPQ -- Ignore unavailable to you. Want to Upgrade?

To: Mao II who wrote (3993)9/1/1999 11:55:00 AM
From: Night Writer  Read Replies (1) | Respond to of 12662
 
M2,
Still playing a trade on TLAB. It is turning out to be a much longer hold then planned. I'm following a long standing personal rule. "Sell the winners and keep the losers." In this case, I'm buying more of the loser to average down. Still think it will pop to 70 or more once the CSCO cloud goes away.

You might check HRC out. It is a pretty compelling story and a billion dollar company.
NW



To: Mao II who wrote (3993)9/1/1999 1:47:00 PM
From: fooledalot  Read Replies (1) | Respond to of 12662
 
M2,

Couldn't resist MMCN this am at 25 after it bounced off of 23ish. A 2-day 50% haircut (56% off of 52 wk. high) can't leave a lot of downside left. Their technology is industry leading and they have been rapidly increasing customer base. CEO is now speculating a 5-10% rev risk to FY2000 (due to IBM), but by then I am willing to bet they can make it up elsewhere.

But remember................I have been fooled a lot!

We shall see.

f


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