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

To: MKB who wrote (9477)	10/24/2000 2:12:07 PM
From: CAtechTrader	Respond to of 65232

MKB, the difference is that EXTR is not losing sales to FDRY and FDRY IS LOSING SALES TO EXTR. EXTR is FDRY's problem. I don't believe these are comparable situations.

To: MKB who wrote (9477)	10/24/2000 2:20:25 PM
From: RR	Read Replies (4) \| Respond to of 65232

Hi MKB: Yeah, FDRY got clipped back in the spring didn't it. But, so did EXTR. Since then, EXTR has done much better and been more solid. I can't speak to FDRY. Don't follow it. Although I have read somewhere that EXTR was taking business from FDRY. But, the other day after EXTR earnings report I read that there was some concern with FDRY taking back some business from EXTR, or something to that effect. I still prefer EXTR. Like I said awhile ago, I am not going to be too concerned if it rests in here a bit but should it get into the 70's then I'll be closing my option positions most likely and moving on.... Good luck. Rick