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To: SJS who wrote (13878)	9/8/2000 9:57:14 AM
From: The Ox	Read Replies (1) \| Respond to of 14427

SFAM and CAMP getting slapped. CSFB raises ACT manufacturing 12-mos target to $85 FRIDAY, SEPTEMBER 8, 2000 8:47:00 AM EST NEW YORK, Sept 8 (Reuters) - Credit Suisse First Boston said on Friday it raised its 12-month price target on ACT Manufacturing Inc. ACTM to $85 from $70-$73. -- Analyst Herve Francois reiterated the stock's "strong buy" rating, and also raised his per-share estimate of the electronics manufacturer's 2001 earnings to $3.35 from $2.90. His 2000 estimate remains $1.88. -- Francois said the revisions were a response to a conference call in which the Hudson, Mass.-based company discussed the impact of its acquisitions of GSS Array and Bull Electronics Angers. -- Shares of ACT closed at $56-1/4 in Nasdaq trading on Thursday, near the top of their 52-week range of $58-11/16 to $19-15/16. Rtr 08:47 09-08-00 Selector Code: reuco Copyright 2000, Reuters News Service

To: SJS who wrote (13878)	9/8/2000 1:22:50 PM
From: bw	Read Replies (1) \| Respond to of 14427

Hi All...Thought that I'd check in from the abyss. So, still follow the thread, but haven't posted due to a major re-alignment in my trading patterns. Took a fairly major hit with MMPT during the internet-stock meltdown, then recouped the loss somewhat...same with EGRP. Traded GE in some fairly safe trading ranges to again recoup some losses, and THEN finally capped my daytrading activity by diversifying the whole portfolio over the last 3-4 mos. into 50% CDS [7 1/4% yields, 6-24 mo. maturities], and the other 50% in these mutual funds: finance.yahoo.com All in liquid cash accounts [no IRAs], since I can absorb just about any gains with my Calif. mortgage, and other write-offs... Also trustee now of large fund which is taxed at 50%, and consequently has forced a strategy of individual CA munis, a muni bond fund [VCAIX], some SSB growth fund, and annuities. Congrats to all who have played the semis, etc. and continued the great dialogue here... Just thought I'd share a different investment approach to this "cauldron of confusion" that is sometimes stock investing... bw