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Strategies & Market Trends : Steve's Channelling Thread -- Ignore unavailable to you. Want to Upgrade?

To: Larry Brubaker who wrote (6322)	10/16/2000 11:18:39 AM
From: Zeev Hed	Read Replies (2) \| Respond to of 30051

I do not like CATS (not meaning that it cannot double here), because it has no financial depth, nor sufficient resources to control its destiny. It is not the major provider of any of its products. It does a lot of different things, which makes it marginally profitable. With only $15 MM in the bank, they will have a tough time surviving a real downturn in that business. Right now, of course, when things are tight in the semi business they are riding a nice wave. But I am not sure how they would do long term. Got back into NVLS at $37-11/16, about $3 discount to last sell. I think that the sox is forming a double bottom, but I am not sure. Also, somone is making a big bid on AMD (225,000 shares) at $20, so I decided to take a short bounce? Back in at $20-1/16. I got to get back that earlier loss (g). Zeev irrevolute.iuma.com