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To: Clappy who wrote (28503)8/11/2000 10:09:42 AM
From: CAtechTrader  Read Replies (1) | Respond to of 35685
 
Clappy..be very careful being negative on EXTR...there is a BIG story that explains the run up since May...mainly they are KILLING the competition...Wall Street darling FDRY...the story is "inside" the numbers and the case for EXTR is very compelling...better technology and the best sales force in the biz...relative to its peers EXTR is selling at a discount when it should and shall sell for a substantial premium...any price less than $200 is very cheap for EXTR IMHO.



To: Clappy who wrote (28503)8/11/2000 10:23:14 AM
From: CAtechTrader  Respond to of 35685
 
Clappy, FYI...we were just buyers of EXTR at 152ish.



To: Clappy who wrote (28503)8/11/2000 10:51:57 AM
From: RR  Respond to of 35685
 
Hi Clappy: Thanks comments about EXTR. Points well taken. I mentioned last night on here that EXTR was risky. Consequently, I agree with your comments and appreciate them very much. Careful, yes.

I play pure momentum in some positions. It's risky, yes, as I do only options, but I assume the risk.

RR