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

To: gancho who wrote (4091)	8/4/2000 3:14:08 PM
From: Zeev Hed	Read Replies (1) \| Respond to of 30051

I am definitely too heavy in cash, so I took a position in AMD at $62.125 just now. Warning, that might be an exercise catching falling knives... Zeev PS, as for the holy one, maybe the new question to ask is whether the price of the holy one and ULBI are finally going to cross (g).

To: gancho who wrote (4091)	8/4/2000 10:28:24 PM
From: Larry Brubaker	Read Replies (1) \| Respond to of 30051

gancho, you said a few days ago you've listened to a few holy conference calls and you find the holy CEO to be conservative. I'm wondering whether you listened to the November 99 conference call in which the holy CEO said the holy company was capable at the time of a $40 million annual run rate. I'm also wondering whether you still think the holy CEO was conservative in November 99, given that the holy company has generated a grand total of $2.7 in revenue since then?