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To: Bill Harmond who wrote (1854)10/3/2000 2:50:34 PM
From: fedhead  Respond to of 57684
 
NTAP looks good. Have you looked at EXTR and FDRY ? Both
are very good, the only negative I can think with EXTR and
FDRY is that they compete with CSCO and if there is a price
war in that business everybody loses.

Thank
Anindo



To: Bill Harmond who wrote (1854)10/3/2000 4:24:36 PM
From: Sonny Blue  Read Replies (2) | Respond to of 57684
 
WH, is this a typical October sell-off or something much more significant than that?

thestreet.com



To: Bill Harmond who wrote (1854)10/3/2000 9:33:20 PM
From: Mark Fowler  Respond to of 57684
 
Bill that's why i like Cien but Bill i bought to high so traded it out infact I sold most everything. If Cien holds up at 88-90 i'll nibble there. Bill Arba could come back 50 and 60 again don't get hurt guy stay out of this until dust settles. I don't like Williams they are under performing in revenue growth among their peers. Bill I think you should take a look at Tlgd.



To: Bill Harmond who wrote (1854)10/3/2000 10:05:19 PM
From: Mark Fowler  Respond to of 57684
 
Excuse me i'm looking for support on Cien at about 79-80. Cavet emptor: Depending on how much these institutions are about to shit on themselves.



To: Bill Harmond who wrote (1854)10/4/2000 4:09:42 PM
From: Mark Fowler  Read Replies (2) | Respond to of 57684
 
Nice trade on Arba Bill!