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Strategies & Market Trends : Steve's Channelling Thread -- Ignore unavailable to you. Want to Upgrade?

To: Logain Ablar who wrote (2134)6/5/2000 11:13:00 AM
From: Zeev Hed  Respond to of 30051
 
Tim, I think that SCON and CDTS should be considered telecoms rather than power. I personally do not like the "power" sector, it serves the most conservative segment in the market, the utilities take years to adopt a new technology (they have no incentive in replacing their current infrastructure, since that will require major "write offs", so they delay for ever, that is why I am generally not bullish on AMSC).

Zeev



To: Logain Ablar who wrote (2134)6/5/2000 12:15:00 PM
From: Zeev Hed  Read Replies (1) | Respond to of 30051
 
Tim, actually in the last hour swoon down, CDTS is holding much better than SCON. I used this swoon to get back at better prices on RMBS ($209.5) and in SNDK at $67.5. Still looking for QCOM under $64.

Zeev

Added in edit, got SSTI at $94.125. I am going to try for a run above $100 on this one.


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