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Strategies & Market Trends : Market Gems-Trading Strong Earnings Growth and Momentum -- Ignore unavailable to you. Want to Upgrade?

To: Jenna who wrote (295)	1/2/2001 8:39:49 AM
From: 2MAR$	Read Replies (2) \| Respond to of 6445

Robbie on Internet Infrastructure : Robertson Stephens downgrades a number of stocks based on a lower IT spending outlook; downgrades CFLO, NETE, and QSFT to BUY from STRONG BUY; while EMC, CERT, INKT, ISSX, NTIQ, NTAP, NENG, VRSN, and VRTS go to LT ATTRACTIVE from BUY. Only CHKP left unchanged with a BUY rating. Robertson Stephens on I-Security : Downgrades both Internet Security firms, Verisign (VRSN) and Internet Security Systems (ISSX), to BUY from L/T ATTRACTIVE; again firm cites slowing IT spending but believes ISSX well position in intrusion detection market NetIQ Corp-NTIQ cut buy to long-term attractive@RSSF weak IT spending trend VRTS VRSN MACR (130PE) NTAP ISSX downgraded this am.

To: Jenna who wrote (295)	1/2/2001 3:24:47 PM
From: Jenna	Read Replies (1) \| Respond to of 6445

Message 15106793 Although its true the pivot points for calling the short and put plays did come from the technical analysis charts, simply because we had to see where possible points of support might be taken out, the actual performance in the Dow and Nasdaq today were determined by external forces. The fundamental realities inherent in these overbought blimps, there are now blimps in the dow also. I was able to go short already at 9:35 because of heavy reading done on the ECONOMIC front (i.e. Wall Street Journal this morning,Barron's reading, and some dow jones articles early this morning)..