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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: lazarre who wrote (757)	3/25/2000 5:11:00 PM
From: Mark[ox5]	Respond to of 779

Laz, whats up :) Oh please Im not rich, I am just investing rich people's money. LOL Well only starting to ;) And I always tell anyone I dont care if its a $10 stock or a $1000 stock, 30% gain is 30% gain. (That arguement only fails when they try to hype a $5 or less stock to me) Wireless? Love it.. the wave of the future. I want some Infospace but not at this market cap.... Just imagine your on your 3rd date, you forget to bring her flowers, you whip out your NOK/ERICY/QCOM phone with RFMD/TQNT/ANAD/AHAA inside and go to your favorite YHOO/LCOS portal, search for "florist in xxxx city,state", you get the web site, go there, order your half dozen rozes through your VRSN secured web page powered by PHCM WAP and BOOM they are waiting for your pickup in 5 minutes!" (this example also is effective for overworked "married for 20 years" executive forgetting about his anniveriry(sp?) :) <although Id recommend at least a dozen roses as opposed to half dozen by that point> grin In other words, Wireless...get some! CNXT in low 50s would be a dream. Accumulating TQNT and ANAD here, surprised they arent running with Mr. Gorilla in the space RFMD. VTSS? I am more of a fan of AMCC and PMCS, have been for the past year. VTSS #1 customer is LU, AMCC #1 customer is NT - arguement over for me. Although I do see VTSS designing for Nortel the optical stud co. What about those Canadiens? Both JDSU and Nortel, both potential CSCO's sitting in the great white north. You have had VRIO forever no? :) I have EFNT as my CMTN play... look at its revenue growth, but if I can find any cable/optical/DSL suppliers at decent prices I am all over it. (i.e. HLIT, EFNT, TERN) STM? Damn i should of bought those guys 8 months ago when I first picked it up, I think market cap was in low $20 Billion area... junior Texas Instruments I thought... too many nice companies out there :) I will check out ISPD, EGHT, SAWS, et al Trust me, i dont mind 20 and 40 stocks... I had a nice run in CAMP and ADAP from those levels. Just hard to find anything worthwhile anymore under $100.. damn nasdaq manias. Remember --> $100 is cheap $200 is fairly valued $300 is cheap again cuz its going to split This is the mentality on the street .. fear it :) P.S. My very first stock I owned like 4 years ago was FIBR.. bought it at like $2 or $3 area, held for months, major controversy stock with lots of insider problems... sold out at loss.. look at it now. I was way ahead of my time LOL. I could of been retired :) Then again I could of held onto many of those penny stocks from many years ago and also been wiped out. Yahoo!