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To: drsvelte who wrote (12874)4/4/2000 11:15:00 PM
From: drsvelte  Respond to of 14427
 
I have Sarah Brightman and Andrea Bocelli on the CD singing the knock-your-socks-off powerful "Time to Say Goodbye" --which is what I did with profits over the last two weeks! Going from 70% to 40% YTD gives one pause. But I have not lost the faith. Semiconductors, opticals, and wireless.



To: drsvelte who wrote (12874)4/5/2000 9:23:00 AM
From: LiamCK  Read Replies (2) | Respond to of 14427
 
>>>security pimps<<< LOL...Doc!

>>>. I'm not touting but I like the storage sector.<<<
I heard from a sell side analyst I know that in the fibre channel space to look very closely at QLGC and CRDS. "They are f'ing kicking ass" was his highly respected, white shoed opinion. This was yesterday. Also, his thoughts were that EMLX is dead money.

Last time he told me about the space was right before the fibre channel conference. I posted about it and watched the stocks double in about 2 weeks.

FWIW.