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

To: Steve Lee who wrote (258)	2/17/2000 6:34:00 PM
From: Zeev Hed	Read Replies (2) \| Respond to of 30051

By the way, Steve, after the close, BRCD announced a split, and on Island it is already $267, I hope you have a little of that too. Same business as ANCR, except, ANCR is trying to play catch up, while BRCD is roaring. Still, extremely high valuation even if you have good visibility of $500 MM in sales next year, but they keep growing extremely rapidly and are part of the internet enablers. Whether dot.com companies survive or not, they'll buy the picks and shovels from the like of ANCR, BRCD and JNPR. Talking about enablers, CCRD is getting into buying range again, IMHO. Stop loss should be at about $33. Zeev