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Technology Stocks : Wind River going up, up, up! -- Ignore unavailable to you. Want to Upgrade?

To: bythepark who wrote (6588)	10/29/1999 12:32:00 PM
From: Snowshoe	Read Replies (1) \| Respond to of 10309

I noticed CMTO on your list. This stock has been submerged in the bilgewater at the bottom of the dumpster all week, probably due to tax selling after all the recent bad news. I picked up some at-the-money January and April calls this week in speculation that it will finally get its cable modems certified in December. This stock has finally firmed up within the last hour.

To: bythepark who wrote (6588)	10/29/1999 3:23:00 PM
From: Peter Church	Read Replies (3) \| Respond to of 10309

Thanks for the additions to the Wind Inside Portfolio. I wonder about CSCO. Wouldn't ASIC's be considered a competitive business? The Portfolio is doing good today. The stars are ARMHY, BRCM, CMTO and WIND. Would anyone nominate (or confirm) PMCS and MMCN? Seems like they could be included, but I'm not sure. And how about poor PTSC? The current nominations are: ARMHY BRCM CMTO CRDS CSCO EFII EIM LBRT MIPS MMCN? PMCS? PRLS PTSC? PVSW TERN