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Technology Stocks : Tekelec -- Ignore unavailable to you. Want to Upgrade?

To: Bernard Levy who wrote (1305)	1/19/2000 7:45:00 PM
From: David Einstein	Respond to of 1648

I agree - I have not lost faith in Kevin - I still own several of his excellent funds. I just wish his public pronouncements, which I acted on under my own volition, had turned out better. By the way, I started a thread called Lands Picks on SI where those of us who follow him can follow his portfolios and recommendations, and add our own 2 cents worth. It has been kind of quiet, but please check it out and contribute! David

To: Bernard Levy who wrote (1305)	1/20/2000 11:23:00 AM
From: lml	Read Replies (1) \| Respond to of 1648

Agree, Bernard. No one bats 1000. And no one should invest their money solely upon one analyst's or money manager's opinion. To me it just a factor to be weighed in the buy decision. I took plunge in TKLC about 5 points ago because I liked the space the Company is in; the technicals looked good; it had general brokerage support (buy recs); & after reviewing some research reports didn't find anything materially negative. Bottom line is that just because Landis may have missed the call on LGTO, it should not in any way influence one's decision to second guess an investment in TKLC. JMO.

To: Bernard Levy who wrote (1305)	1/25/2000 9:22:00 PM
From: jdelaney07	Read Replies (1) \| Respond to of 1648

I agree with Mr. Levy. Landis also was a bit early with I2 Technology (ITWO) and take a look where that is. He also recommended Globix (GBIX) in the December issue of Fortune @$21/share (split adjusted) which is trading in the $95 range and is splitting for the second time in 30 days. The guy always seems to be ahead of the market on many of his picks (PMC Sierra). I have also bought Genisis (GNSS), Tekelec (TKLC) and Concord (CCRD). Two of those three plus LGTO have had earnings disappointments but hopefully they come through. Just a suggestion but definately take a look @ Globix (GBIX).