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

To: Zeev Hed who wrote (2718)	6/23/2000 1:11:00 PM
From: U.B. Green	Read Replies (1) \| Respond to of 30051

Zeev, What do you think of VSH? I'm in a little higher at 46 11/16. Selling CTXS yesterday was a good idea! The 23rd to 26th Regards, Bernie

To: Zeev Hed who wrote (2718)	6/23/2000 1:17:00 PM
From: Logain Ablar	Read Replies (1) \| Respond to of 30051

Zeev: I'd expect CTXS to be a value now BUT I'm growing cautious on the NAZ again (CTXS should be dead for a while and we may still have more selling next week). We've had a pretty good NAZ rally and while it may continue for another week (remember my post way back showing the fed history of standing pat after a 50 basis point move) I don't expect earnings to be the primer many expect. Look how good earnings were last quarter and stocks keep selling. Market sentiment is a little better now than then but we'll be having the next PPI and CPI. See this post and check the chart links. I started raising some cash today and resold the vlnc I acquired this am (hey a .25 profit). Still plenty invested but back off margin going into the weekend. Message 13931999 Tim