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Technology Stocks : RSA Security Inc. (RSAS) -- Ignore unavailable to you. Want to Upgrade?

To: Eric L who wrote (262)	8/22/2000 3:51:21 PM
From: John F Beule	Read Replies (1) \| Respond to of 374

I remember when ITWO was $12! (No, I did't buy it...UGH!!!)just shows you how great business models win over sector fluctuations. I actually bought NTAP at $48 when the market tanked in March (got an unbelievable fill...total luck, the stock when I put the order in was at $59!!!!)Used margin, then eventually sold some RSAS to pay it off. I follow the posts of 'downsouth', you might have read some of his stuff...he seems very informed with NTAP. Glad you got some SNDK, I follow 'Steve 667' on that thread. I have some cheap WIND and RNWK that I can diversify into QCOM, but I like all 3 models...so many good stocks, so little money! Just so you know I don't pick 'em all right, I bought BWSI right before the March collapse, so I've been averaging down here. Do you have any insight on them? They make DSP VoIP for 3G applications(called CommStuct)...used by TKLC, LU and recently NT. If you have any thoughts on them or the sector they are in (competitiveness), please let me know. Best, John