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To: drsvelte who wrote (13750)	8/8/2000 11:53:24 AM
From: The Ox	Respond to of 14427

I did my part on ASYT at 17 7/16s this morning and passed on LRCX as a result. A good friend loaded up on CTXS when it dropped below 16! I think IDTI is a winner also and have watched the company blossom. We may have another month of tough sailing ahead but I keep reminding myself that it's the long term outlook on these companies that make them appealing, not the short term issues!

To: drsvelte who wrote (13750)	8/8/2000 12:56:50 PM
From: shasta23	Read Replies (1) \| Respond to of 14427

HI DOC! NO time for trading due to renovation of new house. LOTS of WORK!! I try to keep up with reading but can only read every other day. Saw your purchase on IDTI. Chart sure looks ugly but you're making $$ the last days. Maybe a double top forming? Sell off seems a little steep for my taste to be a continuation of the old up trend. Just a feeling. Looks like our old buddy ADIC is forming a decent base here and might a good purchase for the longer term picture. Asyt really seems cheap but it's the falling knive syndrome. One of these days it will bounce back to it's 200SMA i guess. A couple of days ago bot another dog: IFMX. 4 bucks seemed really cheap and less risk than most IPO's. They fired their CEO and maybe company can turn around. Risk seems to be that it goes in the low 3s. Just started a position and will add to it when the stock shows more strength. Long term position. Gotta go to LOWE's today-which is an hour away- to get more paint for the house and maybe more light fixtures. Might only be able to read again on the weekend. Take care! Stefan