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Strategies & Market Trends : Cents and Sensibility - Kimberly and Friends' Consortium -- Ignore unavailable to you. Want to Upgrade?

To: 2MAR$ who wrote (49800)	12/22/1999 1:33:00 PM
From: Dale Baker	Read Replies (1) \| Respond to of 108040

Buying opp in LPAC - dropped a point on no news. Have fun today.

To: 2MAR$ who wrote (49800)	12/22/1999 1:40:00 PM
From: KevinMark	Read Replies (1) \| Respond to of 108040

VVUS added on the dip. You know Kernan will mention this. When he does, it really flies.

To: 2MAR$ who wrote (49800)	12/22/1999 1:41:00 PM
From: Doug Robinson	Respond to of 108040

CLTK-Breaking out today on news. Celeritek Announces Production-Ready InGaP HBT; GaAs Process Targeted for High-Volume Wireless Applications BUSINESS WIRE - December 22, 1999 13:24 SANTA CLARA, Calif., Dec 22, 1999 (BUSINESS WIRE) -- Celeritek, Inc. (NASDAQ: CLTK), a leading provider of GaAs radio frequency integrated circuits (RFICs) for wireless communication applications (http://www.celeritek.com), announces the availability of its InGaP (Indium Gallium Phosphide) HBT (Heterojunction Bipolar Transistor) process uniquely suited for low voltage (3.0V), linear, efficient, power amplifiers. The InGaP HBT process is production qualified at Celeritek's high-volume facility.

To: 2MAR$ who wrote (49800)	12/22/1999 1:42:00 PM
From: gizmo&jack	Read Replies (1) \| Respond to of 108040

Re OPTO and the market again: (1) I must admit some of the stocks that have recently skyrocketed have left me speechless. CMGI, ICGE, and some of the b2b's are mind-boggling. And that's because absolute valuations mean nothing anymore. I hate to say it, but even I am becoming a little bearish on some of these 1st tier stocks. And the downside on some of them is huge. When people start getting a little taste of it which they haven't yet, they will exit saving their enormous profits. And then they will look to 2nd tier stocks to duplicate their success. Happens every single time. (2) I challenge anyone to come up with more b2b stocks that have not run versus ones that have. The run also happens almost every single time. That being said, it is very risky not to be buying OPTO right now. Every day that goes by could result in a huge opportunity cost.