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To: Thean who wrote (11946)	2/9/2000 11:14:00 AM
From: The Ox	Read Replies (2) \| Respond to of 14427

AXTI getting hammered, down 8. Glad I'm out! VTSS and TXCC have tossed off the turd label the last couple of days. Nice pops. AMCC, PMCS....just another walk in the park! Jeff's OREX starting to get some interest. SFAM still looking solid, as is MTSN.

To: Thean who wrote (11946)	2/9/2000 1:07:00 PM
From: LiamCK	Respond to of 14427

Thean, I really do not know a ton about them other than what's is two clicks away. I am friendly with a sell side guy that likes the fundamentals of their business (hence, how I knew about Goldman having the big sell order). He thinks their is little downside left, business is good, and the stock seems cheap. Would you give me your t/a opinion on ELTX. Judgement is clouded sometimes when you have a position;-) Thanks. -Liam

To: Thean who wrote (11946)	2/10/2000 7:59:00 PM
From: Peter V	Respond to of 14427

BBY - good that it rebounded from yesterday's dip and closed above $57. Pete would like this. Pete did like this, but the past two day's weakness is a bit of a concern. Not panicking, but watching closely. CUBE is going through the roof, setting new highs each day for a week finance.yahoo.com but I'm worried about it stalling here. COMS also doing well for me here.

To: Thean who wrote (11946)	2/21/2000 7:02:00 PM
From: The Ox	Read Replies (1) \| Respond to of 14427

Hi all, Looks like it was a tough week while I was away. I think it may be time to seriously consider going long CEFT. The stock was sold off on failure to meet whisper numbers, at least that's how the press is currently playing up this one. Does anyone have an updated analyst report, post earnings? Here's the action since your post from 2/8: siliconinvestor.com Later tonight or tomorrow morning I'll post on a list of stocks recently discussed on the thread. Michael