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To: John Stewart who wrote (2105)11/4/1999 7:53:00 PM
From: Ian@SI  Read Replies (1) | Respond to of 3661
 
John,

Many thanks for sharing your notes from the GSNX call.

It appears that LU and INTC represent more than 40% of GSNX's revenues.

I've never shorted a company yet. This is getting tempting.

Or is it foolhardy to think one can pick a loser in the biggest up leg this industry has likely ever seen?

Best wishes,
Ian.



To: John Stewart who wrote (2105)11/8/1999 10:54:00 AM
From: Q.  Read Replies (1) | Respond to of 3661
 
neither MTSN nor GSNX has been participating in the latest rally in the sector.

finance.yahoo.com

I wonder if this is just a matter of institutions buying the big caps?