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Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: craig crawford who wrote (4187)	12/19/2000 7:02:37 AM
From: allen menglin chen	Read Replies (1) \| Respond to of 57684

<<INTC looks ok to me as well. I need to go look at AMAT and MU >> I think semi book-to-bill ratio will be released Tue or Wed. <<I also want to take a look at YHOO, man it sounds like everyone on earth is short that stock!>> I also notice the huge YHOO short. Probably they will cover in Jan 2001. Buy EBAY looks healthier recently, at least it stops making new low. And its growth is still unbelievable, check their Oct earning report. At least their income is not internet advertising related. re: MSFT, INTC, CSCO Significant part of their earning is investment related. W/ NAZ market's 4Q negative return, their report would be ugly. Hopefully it's priced in their stock price now. re: SUNW ORCL earning report fine; so SUNW won't warn, it should beat estimate by 1-2 cents. P.S. Pls update your portfolio, otherwise, u looks like a big POS holder in Y2K :) Great short term market direction discusion Subject 14043 Active and some of the best SI threads still alive and kicking Subject 36800 Subject 33866 Subject 36457 Subject 25180 Short picks during/after the rally Subject 23993 Nov 30, 2000 Hot SI people Message 14918235