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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank -- Ignore unavailable to you. Want to Upgrade?

To: Jenna who wrote (118337)	12/6/2000 3:47:59 PM
From: Jenna	Read Replies (1) \| Respond to of 120523

I would be covering MANU, AMCC.. there won't be much left for recovery if the quality stocks are gone. We got enough from short positions. I would be covering shorts, and go into tomorrow with very little on the short side. We have to anticipate moves, and I would have no more than 2 puts or 1 or 2 short plays.. (small positions). I would not be short TLGD, NEWP, MERQ or CHKP.

To: Jenna who wrote (118337)	12/6/2000 4:01:11 PM
From: Lane Hall-Witt	Respond to of 120523

Jenna: In addition to that stunning statement about INTC, my other favorite of the day is this note Teri posted earlier: CSFB Comments on PCs 32 1/4 -2 3/4: Firm says never seen a deterioration this quick at this time of year; Q4 growth now at 4% instead of 10%; says Hewlett-Packard is the most worrisome of the group.