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Strategies & Market Trends : Working All Day, But Trading Behind the Bosses Back Thread -- Ignore unavailable to you. Want to Upgrade?

To: Mark[ox5] who wrote (756)	3/25/2000 12:31:00 PM
From: lazarre	Read Replies (2) \| Respond to of 779

Muskateer, Long time no type.....trust you're doing just fine! I'm loaded to the gills in wireless chips ( RFMD, VTSS....about 1/3rd of my portfolio now because of the mind boggling runs) but have CNXT on my watch list in the event it ever gets near the 5o's. In addition, holding for both core and trade: FLSH, VRIO, ISPD ( my only proxy for DSL equipment...a junior Copper MTN.; at 25/26 its worth a shot..focus is on Europe and Asia ),NSATF, EGHT ( speaking of VoIP, they're in collusion with STM to develop chip and software for platforming in this space...see much upside from $28 if VoIP is more than talk.. )....and finally SAWS which is running like a bastard since it hovered aroud its low just a few days ago...the QCOM announcement put at rest the belief that they were no longer tight with Q...earnings in a few weeks....well, isen't everyone? ). I hold one other which I can't recall and too lazy to look it up. Mark, I like your list but since I'm not as rich as you :-); can only get into the 20's thru 40's stocks cause i like to have a lotta shares in a position. later, laz