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To: SJS who wrote (10360)10/21/1999 11:10:00 PM
From: Alski  Read Replies (1) | Respond to of 14427
 
Steve,
I hope The Street agrees with you re: MTSN. Did you see what they thought of the "fantastic" Q report from Pappy's GNSS? It can be pretty ugly-this game we're playing!
Alski



To: SJS who wrote (10360)10/22/1999 7:09:00 AM
From: Thean  Read Replies (1) | Respond to of 14427
 
Steve and all,
Been out of touch the last two days.

CNXT continues to impress everyone. I'm still in.

TXCC continues to disappoint everyone. I'm still in.

Jeff, Drug stocks get their breakthrough and PFE and MRK should be fine going forward but may retest its previous pivotal high's. LLY sold off due to lower Prozac sales but this is yet another opp. now that it's cheaper. Its other drugs are growing strong and that's what the analysts want to see because Prozac is going off patent in 1-3 years anyway.

GALT hits its 50% retracement point and rebounded big yesterday. May consolidate here below $23 for a while before moving up that resistence level. If can't wait till it takes out that resistence which may be a while, sell now.

MTSN - beat estimate but who knows what it will do. The hardware stocks are still in limbo.

EMC - seem to bounce off $60 support. Call buyer here? Steve, how was the quality of their earning?