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To: DlphcOracl who wrote (18684)1/14/2000 11:53:00 AM
From: Sye Walsh  Respond to of 57584
 
IATR/NTCS
Seems to be moving a little this morning..
Sye



To: DlphcOracl who wrote (18684)1/14/2000 1:08:00 PM
From: American Spirit  Respond to of 57584
 
LU - my kind of play now. Already down 35% or more from high, now "unsubstantiated rumors are circulating" denied by LU that the SEC may be looking into its accounting practices. Any downward movement from here is a longterm gem of a buying op. LU will be back. All about perception. At the height of negativity is the time to buy, like with WCOM at 42 the other day. Bottom-picking time.

ANF touching bottom again today. Can't last long. Should have stellar earnings Feb 15.

Other than these buys I'm selling techs today. Shed a tear selling IBM at 122 for a 31 3/4 gain. My longest hold. Traded out of CPQ for a 4 1/2 point gain. Will buy them both back if they dip 10%.

With INTC flying MXTR and DD stocks better and better.
KMAG has been sitting there for a long time around 3 5/16. Recently it popped to 4 7/8. CPU another downtrodden dog now cheap which occasionally pops a opoint or two, at which time many sell.

Holding EGRP ESHR waiting for pops. UIS long overdue for a nice rise. Usually follows IBM's moves by a day or two.

Everyone making money?