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Strategies & Market Trends : Three Amigos Stock Thread -- Ignore unavailable to you. Want to Upgrade?

To: Stock Watcher who wrote (21392)	10/15/2000 8:20:38 PM
From: Sergio H	Respond to of 29382

see next post.

To: Stock Watcher who wrote (21392)	10/15/2000 8:21:49 PM
From: Sergio H	Read Replies (2) \| Respond to of 29382

Thanks Neil. I'll put you down for CAMP at tomorrow's opening price. For those that are not familiar with your thread, let me post a link here: Subject 24993 VSAT - Announcements regarding contracts/alliances/joint ventures expected. MRVC - I believe it is a holding of Dale Baker's Optic Fund. Dale has a popular thread on SI and is a co-manager of the fund. JNIC - Good play on network/storage sectors. I'm still bullish on this group. WFII - Recommendation this weekend from Briefing.com <Early winners will be relative strength leaders: AMCC, BRCD, BRCM, EMLX, EMC, SUNW, ORCL, GLW, JDSU, MUSE, ITWO, QCOM, NTAP, CIEN, ADBE, BEAS, JNPR, RIMM, EXTR Next likes beaten up favorites: CSCO, NOK, NT, HWP, YHOO, INTC, RNWK, EBAY, ARBA, INKT, RBAK, PMCS, RMBS, IBM, QLGC, CMRC, MACR, NVDA, SLR, AMAT, KLAC, NVLS, GTW, MU, AAPL If rally holds expects investors will put money in 2nd, 3rd tier cos: WWCA, FMKT, SCI, MOT, LU, FON, DCLK, TWAV, WFII, SFA, COMS, SONS, CORV, LRCX, CY, AMZN, OTWO, SNDK, AVCI> TMWD - Reports this week. Sizable short position could make it interesting short term. This stock looks good for next year.