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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?


To: CAtechTrader who wrote (1240)9/14/2000 11:25:13 AM
From: Voltaire  Read Replies (5) | Respond to of 65232
 
Well CT,

As I said Monday, on Thursday or Friday look for the Houses spokes person to appear.

ABBY NOW ON CNBC- Right on Cue.

Onward to 5000.

V



To: CAtechTrader who wrote (1240)9/14/2000 11:46:54 AM
From: Jim Willie CB  Respond to of 65232
 
proof is unfolding of SteroidBoy battling with RamboLito

since MU lawsuit, their stock is down over 30%
since then, RMBS fought off 75, heading north

my TA two weeks ago claimed RBMS support at 75 would be strong
it has been, thanku vermuch
I just cannot bring myself to increase RMBS holdings
one mistake from 1999 I wont repeat is huge concentrated positions
the onliest concentrated position I view with admiration and pride is my deef left in the toiley

after bagging nice hefty CNXT profit...
added to my CREE, got back into INSP, added slightly to Efficient Netwk EFNT

now I will say loudly, Ditech Communications DITC is a steal here
it went from 53 to 61 to 44, now 50
a momentum swing from low60 to low40 could easily use pendulumaic forces to fly upward toward low80

this firm's earnings are growing double digit
their PEratio is around 30-35 !!!

Ditech makes a slew of voice filters for phone communications of all manner
I am certain for fiberoptic transmission
I believe also for wireless

this sucker is gonna gap to 80 realllll soon
my two gapper plays were INSP and CNXT
so far Infospace has been restrained
I expect it to fly real soon from low40 to mid50
/ jim