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Strategies & Market Trends : January Effect 2001 -- Ignore unavailable to you. Want to Upgrade?

To: Bob Rudd who wrote (72)	12/20/2000 3:25:38 PM
From: DanWebzster	Read Replies (1) \| Respond to of 289

I took a positions NXCD and EVOL as my first two JE plays. NXCD will likely be profitable late next year and gave revenue guidance today: biz.yahoo.com EVOL is slightly more risky, but I understand that their primary product will fulfill a need created by a regulation that reqires wireless number portability by the end of 2002 (I'm sorry I can't find a link). I'm also considering VASO, DEMP, CDIC, AIRN, NBSC and QUOT. Also, I damn well sold my CRK too soon. AMES is now out of the question due to the strong possibility of inclement weather during the final X-MAS shopping days on the east coast. In fact, I'm wondering whether you guys might have an opinion on it as a short. What's the likelihood of it going to 0.