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To: Tom Hua who wrote (2486)10/24/2000 8:18:58 PM
From: thegreatkazoo  Read Replies (1) | Respond to of 19633
 
Tom, HOMS was a heck of a call!!

I closed it out early today. Got a little greedy.

I read the info on CATS and am thinking about getting long. Do you have any time frame in mind? I'm just getting started on SI, but have been lurking for quite a while. Thanks for your HOMS call. I really needed that one.



To: Tom Hua who wrote (2486)10/24/2000 8:37:35 PM
From: DrVee  Read Replies (2) | Respond to of 19633
 
Tom, any advice on RIMM? Its moved up nicely for the past 2 months and now has started a fast fall.



To: Tom Hua who wrote (2486)10/24/2000 10:31:55 PM
From: Paul A  Read Replies (1) | Respond to of 19633
 
Guys- just dont kill AMZN before I get a chance.. Guess my hunch was right this morning- that was weird..

Tom- Id like to chime in a bit about CATS and flash memory hopefully Friday night if you don't mind.. I think right now is put up/shut up time for stocks like SSTI, SNDK, CATS.. there is this prevailing paranoia that the market is going to get saturated, and prices will drop as inventories obviously build and demand dosnt meet expectations into the holiday and the rest of 2000 for that matter..

I personally think that this is one area in the semis that will stay strong.. it just needs to seperate itself from the monsters and it cant seem to do this.. I gotta admitt tho- watching SNDK and SSTI for some time now, I have never seen stocks act so unpredictably to even the best news.. so does someone in fact know something? or did the bathwater and the baby all get flushed?

I bought some CATS at 7 3/16.. sounds like a good price today, but I think it will drop below 6 before all this shakes out... but its a much better play than SSTI or SNDK at this point IMO..

thanks Tom/Dale for bringing this one to the table.. I got incredibly lucky on ASYT today as well- thanks.. I couldnt believe the market was up at the open so I dumped a 9:30 and it never looked back.. Luck never hurt anyone.. Just gotta remember next time something like STEC stop out happens that there are fair share of lucky breaks with those bad breaks :)