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To: Boplicity who wrote (3380)8/6/2000 2:27:47 PM
From: McNabb Brothers  Read Replies (1) | Respond to of 13572
 
Switched threads since this is an open one and the other was a DELL thread. If you like EMC and NTAP and if they continue to do well then one has to love EMLX for they will ride the storage companies coat tails! EMLX fundamentals are very very good for the stock to have dropped as much as it did back in the spring. I would say it was way ahead of its self back in the spring and has been a gift the past few months at these levels!

Hank



To: Boplicity who wrote (3380)8/6/2000 2:46:59 PM
From: stockman_scott  Read Replies (1) | Respond to of 13572
 
Greg: Here is a good article on AVCI...some background info...

messages.yahoo.com

Best Regards,

Scott

---------------------------------
BTW, here is one of the most bullish AVCI posts from the Yahoo thread....the author is calling it 'a 21st Century Cisco'....IMO, its too soon to tell BUT I do see more upside from here....FYI...

messages.yahoo.com



To: Boplicity who wrote (3380)8/6/2000 3:16:39 PM
From: stockman_scott  Read Replies (1) | Respond to of 13572
 
the week ahead on Wall Street...FYI...

biz.yahoo.com



To: Boplicity who wrote (3380)8/7/2000 12:32:53 PM
From: s.pecunius  Respond to of 13572
 
Nice day today in the markets,
bought some NTAP and sold puts on IFX
(IFX:NYSE; chip stock, former unit of Siemens, it's also on the recommendation lists of the big US brokerages with targets around 90 US$).
IFX is lagging behind the recovering of the SOXX and was oversold(?) last week due to the end of the IPO lock up period ("family and friends" program).
If you believe in the continuity of the recovering of the chip sector this one could be a play.
Also a currency gain for you Americans is possible IF the euro holds the 0.9 cents (double bottom?).
S.P.