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Technology Stocks : John, Mike & Tom's Wild World of Stocks -- Ignore unavailable to you. Want to Upgrade?

To: Jorj X Mckie who wrote (839)	4/17/2000 9:29:00 PM
From: John Pitera	Read Replies (1) \| Respond to of 2850

Thanks describes the past month.... Cramer described it on the weekend TV show as a great company, but lousy stock the holders of it were a weak group and on margin. I suspect that they are gone. Let's see what the profile of the new owners looks like, I did hear the the words used that Arba has reached critical mass and business and revs growth is accelerating. I'm reasonably sure that PMCS, SSTI, RFMD, QCOM, will trade up more in the next 10 days on a % basis, so I've got them on the sheets too. Have had energy the past 4 months as well. Portfolio diversification is what I heard mentioned today. I've also go REIT's and Restructurings as well. thanks for the update. John