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Strategies & Market Trends : The Thread Formerly Known as No Rest For The Wicked -- Ignore unavailable to you. Want to Upgrade?


To: Tim Luke who wrote (73181)11/16/1999 9:27:00 PM
From: G3  Respond to of 90042
 
I think I made more today than any other.

I swear that China telecom deal has a lot to do with the
positive sentiment. Lots of room for the internets and
telecoms to grow now that Asia is open for business.
Over a billion people in China alone... I really don't
think we have even seen the growth that is in store for us.

To the Artist, "currently known as Purple Rain" congrats
on NXTL! And to Tim, congrats on CS! And it's funny,
CS was never known as a great company to work for -
when it bought out the networking division of CPQ, they
had to have "group" exit interviews because there were
so many CPQ employees leaving... ;v)

My big winner was ESFT, up %115 in one day. If you were
all here in Boston, I'd buy you all Guinnesses (or Murphy's
if you'd prefer).

I now have my sights on further growth in APLX (this will
get bought out), VARL, INPH (fibre channel HBA's), and
SPYG (my new little baby). SEPR is on my radar too.
Dumped PAIR and NUHC today.

I'll be consolidating a bit for December.

Now, it's time for some Chianti and to watch the
weather channel...

/g3