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To: Jill who wrote (5104)3/16/2000 8:46:00 AM
From: Teflon  Read Replies (1) | Respond to of 8096
 
I'm pretty happy with my trades at the close yesterday on ORCL and ITWO. ITWO is already up 10 points and ORCL looks like it will open up a couple of points higher as well.

Personally, I think NTAP has some more work to do in this area before it starts to climb back to nosebleed territory. But then again, I've usually underestimated NTAP's ability to move with strength.

Teflon



To: Jill who wrote (5104)3/16/2000 12:25:00 PM
From: Geof Hollingsworth  Read Replies (1) | Respond to of 8096
 
Hi Jill,

I know I am the one who wan't interested in buying GLW, but they just released some pretty interesting information about their quarterly results. Seems they are telling the analysts they are comfortable with a $.55 number for the quarter (most were around $.50 previously), with the upside coming from a mix shift to their LEAF fiber. There is a conference call replay at 1-800-513-1169 (no passcode needed). I expect we will see significant analyst upgrades tomorrow.