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To: John Stewart who wrote (2292)12/10/1999 9:18:00 PM
From: Ian@SI  Read Replies (1) | Respond to of 3661
 
John,

You're bringing back some familiar names. I haven't seen Dave post in at least a year.

I was about to jump into TRKN when Zeev Hed (or Sam Citron?) published their financial analysis after the acquisition. Fortunately, I stayed out.

Congratulations on the DD. I'm still hoping for it to drop below 58 for me to top up. I may get to watch you get wealthier instead.

Only trade I've done this week was to sell 25 TYCMYs Thursday morning. By the time I decided to act, I had a 7 minute queue waiting to get a trader (and my broker gives me a direct number to the traders); by which time the bid had dropped more than a dollar, so I cut my order in 1/2. Unfortunate. The PUTs were about $1.75 in the money when I sold and are now $2.50 out of the money. So they're looking much better much faster than I'd expected.

Back to MTSN: I suspect that relative to TRKN, it's only going to get better going forward.

BWDIK,
Ian.



To: John Stewart who wrote (2292)12/13/1999 10:53:00 PM
From: lrrp  Read Replies (1) | Respond to of 3661
 
John, Ian I would like to get your thoughts on the musings of competing with Amat from semiconductor on line
semiconductoronline.com