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Technology Stocks : For Hedge Fund Analysts and Managers -- Ignore unavailable to you. Want to Upgrade?

To: NotNeiderhoffer who wrote (333)	10/24/2000 9:28:29 AM
From: Wizard	Read Replies (1) \| Respond to of 499

At 20x earnings on TUTS, I am holding on. They blew the guidance in July and that is the reason we are at 20x -- bad screw up but I am staying with 'em. They have a great product cycle ahead and its theirs to screw up or execute. Its easy to beat your nums when the market is going gangbusters - now its time to see who the leaders are. I am just happy I sold a chunk at $115. Of course, I was buying some back near $70 but at this point, I am just going to sit back and watch em execute. I wasn't expecting COVD and CMTN to shit the bed that badly. GSPN's numbers were great as Cisco, Lucent, Nortel are all doing great in DSL. TUTS balance sheet weakened so I am not 100% confident but with the Intellipop product cycle kicking in this quarter, I like the risk/reward for 2001. Its a small position (partly due to depreciation). I wouldn't expect much performance out of it until they show another quarter.