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

To: Steve Lee who wrote (239)	2/17/2000 1:15:00 PM
From: Zeev Hed	Read Replies (1) \| Respond to of 30051

Steve, ANCR is doing quite fine today, so is CDTS (I just mentioned it here a week ago at $23 it is now about $32-33). MVIS, I left a lot on the table, but, I think that like RMBS, it will retrench. Furthermore, unlike RMBS where I am comfortable with visibility of future earnings, MVIS has a large number of real tough nuts to crack before they become profitable. I am starting to think that the move is in preparation for a secondary, I for one would sell to public 2 to 3 MM shares at $60 if I could and assure operating cash for a good three four years. Zeev