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

To: Zeev Hed who wrote (260)	2/17/2000 6:37:00 PM
From: Steve Lee	Read Replies (1) \| Respond to of 30051

Don't have any BRCD unfortunately - but I saw the news which is why I asked if you had any. Are you still in ISPD, I haven't looked into that yet. Would you recommend selling ONT? I have some bought at 26 1/2 last Wednesday.

To: Zeev Hed who wrote (260)	2/17/2000 6:48:00 PM
From: Logain Ablar	Read Replies (1) \| Respond to of 30051

Zeev: I like the days when I'm away from the net. Looks like the MM's are playing with vlnc and after reports from the shareholder meeting that the product actually works some of the risk (from my perspective) is out of the stock. I expect the mm to run it down tomorrow for expirations and I'll reenter (stock only the calls seem expensive). I've been in a pretty good cash position not wanting to add until tomorrow at the earliest. The PnF long term indicator is negative (more NYSE stocks on sell signals vs. stocks on buy signals) while 2 of 3 short term reversed positive last week and this week. That plus AG's speech today. I was waiting for ANCR and it got away. Nice entry @ 39ish. I won't add to MRVC (I was hoping for a retrace but it was mentioned on CNBC today). I think WIND is breaking out but won't add unless it retaces. IFMX is coiling up nice and tight. I still have a good eye on HAUP (I liked their earnings and still need to listen to a cc). I've started to look @ LPTHA as a fiber play. They are a glass maker and I assume compete with corning. Tim