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

To: marginmike who wrote (20358)	11/28/2000 10:16:30 PM
From: Voltaire	Read Replies (1) \| Respond to of 65232

I find INTC to be the safest and most compelling buy. Vster the broke one

To: marginmike who wrote (20358)	11/28/2000 10:19:51 PM
From: stomper	Read Replies (3) \| Respond to of 65232

SSTI is extremely provocative at these levels...I mean, come on low single digit PE for their growth. RIMM is still a friggin Hindenberg and I will short that blimp till it's below 20 at least...i figure by next Feb. -dave

To: marginmike who wrote (20358)	11/28/2000 10:23:56 PM
From: Percival 917	Read Replies (1) \| Respond to of 65232

Evening Mike, Your post piqued my interest. SSTI and QCOM I definitely agree on. What do you see in Iomega? Maybe it has been down so long and new products are on the horizon? Once you feel the selloff is done to a point where you might take positions, what would be a catalyst to make you exit them? Also how much more would stocks like NTAP, CIEN, etc have to fall to to make them more compelling buys? Thanks for any feedback. Joel