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Strategies & Market Trends : Steve's Channelling Thread -- Ignore unavailable to you. Want to Upgrade?

To: Zeev Hed who wrote (184)	2/13/2000 1:07:00 PM
From: Logain Ablar	Respond to of 30051

Thanks Zeev: I'm adding those companies. On WIND. I've been wrong on it before and may be again. I just like the merger (vote on tuesday) which positions them in the cell phone market, they have more work than they can handle and the I20 royalites won't really start kicking in until the 4th quarter (but they have finally started to realize some revenues from this). May earn 20+ cents this quarter but we need to see the revenue growth (earnings in early march and I'll probably be in fiber vs. wind at that point). I have read there is a optical fiber exhibit in the 2nd week of March so I'll be invested in my fiber picks prior to that time (although I'll be in Europe and I like to have some visability when the PnF indicators recommend caution). Anyway you do great research and have great turnips and I'll try to compliment your picks with some ideas. On a side note. I bailed out of CYMI a few weeks back (around when you did, but I didn't reenter) but still have ASML. While I think the SOXX has gotten over extended CYMI is on my target list. Do you know anything about ESST? Also on my semi list from a value standpoint (I like those inexpensive stocks, of course they can become more inexpensive). I thought the stock took its beating from the CFO resigning but maybe its more than that. Broke resistance on Friday (bad market day) and if it doesn't recover on Monday were going to the 200 day ema. Tim