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


To: Jdaasoc who wrote (8257)11/28/2000 2:06:36 PM
From: Steve Lee  Read Replies (1) | Respond to of 30051
 
After a couple of weeks of pondering, I just went massively overweighted in SSTI. Don't like the technical breach today but I'm not on margin and I don't need the money I put in so I am gonna leave it there and go and do something else.

Next year's revs (according to management guidance) are 94% of today's market cap. That's with a guidance for a gross product margin of 50% and a 200% increase in royalty revenues for 2001. So get buying people!

My opinions on this stock are based purely on past performance and management guidance. If management turns out to be misleading the shareholders here then my investment is likely to be a bad one.



To: Jdaasoc who wrote (8257)11/28/2000 2:17:27 PM
From: Zeev Hed  Read Replies (3) | Respond to of 30051
 
John, none of my short term indicators are showing extreme pessimism as yet, I am waiting on the sidelines, still.

Zeev