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To: Tom Hua who wrote (3315)11/15/2000 9:41:44 PM
From: Paul A  Respond to of 19633
 
Oh- Incidently- All parties im involved with considered CATS a buying opportunity and will add on the way down.. I still didnt get back in only because, like you said- at 3:00pm when I stopped home it looked like we could slip hard.. Its like walking on glass..

I just urge anyone thats holding CATS for long term that they look back at SSTI and SNDK..not only did those two blow away estimates , but stock splits as well.. and they all sold off. I guess the corellation between DRAM prices and FLASH will never go away.. but in actuality, they ARE two completely different products basically.. Even SIMM modules are going up in price rather than down, and demand is growing actually.. I think the market isnt making a distrinction between who is involved with what and just whacking everyone..

Im actually considering going into the want-ads and fidning people selling cheap old pcs for 25-50 bucks.. If theres 2 16mb simm modules or better yet, 32?? you can easily fetch $100 bucks per module.. and you know there are two in there, and must be sold in pairs.. hmmmm.. HMMMM



To: Tom Hua who wrote (3315)11/16/2000 8:23:57 AM
From: KaiserSosze  Read Replies (1) | Respond to of 19633
 
Tom,

Just curious, I know that you said that ICGE was a long term hold for you, but does the negative action in the last few days, and the lack of positive response from the Investor's meetings yesterday make you change your mind at all?

Thanks in advance,

Kaiser