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Technology Stocks : Gemstar Intl (GMST) -- Ignore unavailable to you. Want to Upgrade?

To: Uncle Frank who wrote (1930)	2/10/2000 1:58:00 PM
From: RocketMan	Read Replies (1) \| Respond to of 6516

UF, I know you don't trade options, but FWIW Message 12833424 Ever notice how with GMST big blocks don't move the price much, but then there is a big move from lots of little piddly trades? The MMs on this stock are viscious.

To: Uncle Frank who wrote (1930)	2/10/2000 2:05:00 PM
From: Eric Jacobson	Respond to of 6516

UF, through it's own growth and a couple of additions, GMST is now my second largest holding. I have added to it since October...I sold some HLIT and put it into GMST and recently made an IRA purchase of G in my wife's account. HLIT has performed well since then, so the net affect hasn't been significant, but in the long run I'm more comfortable having more G than HLIT. As I recently suggested on the G&K thread, I also sold some Q last week and put it into NTAP. I feel good about owning NTAP, especially on a day like today.<g> So, my port is as follows: QCOM - 55% GMST - 23% NTAP - 5% ARBA - 5% EMC - 5% CMRC - 4% HLIT - 4% If I make any more changes, I'm considering ITWO and SEBL, or maybe adding to NTAP. I don't know what to make of CREE just yet.