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To: Thean who wrote (11582)	1/22/2000 10:44:00 AM
From: SJS	Respond to of 14427

Thean, A virtual beer is fine for now, with a future round "draft" choice, when we all meet. <g>. True enough on GNSS fiasco. You make some very good points, and I agree had it not blown up, you would have won a big one! Let's watch this over the year and see how we both do. I might move my selling vector a little more towards the "in the money" puts when I sell, just to try it. I'll let you know when I do something. I'll look for more data on TOC. In meantime, in my travels, I was reading the YAHOO thread on TOC. It seems that there is a very large pool of respect for this guy Crossy, and a TOC thread was just started today on SI. I was going to do it here, but missed my opportunity! This guy could rock, and I want in early. Steve

To: Thean who wrote (11582)	1/22/2000 5:22:00 PM
From: Snowshoe	Respond to of 14427

Thean, sold calls against GNSS and put it on back burner. CMTO may be worth a look at here. It shot thru 30 Friday and seems to be breaking out of a cup-and-handle. I've owned it since the low teens and unloaded 1/3 in the first week of January. CMTO competes with TERN in cable modems, and TERN with its S-CDMA technology has been acting like QCOM lately. But Pat Mudge and others over on the CMTO thread are making a case that TERN is all hype, smoke and mirrors. Here's a 100-week comparative chart... siliconinvestor.com