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

To: Dave Gore who wrote (1276)	1/10/2001 2:18:48 PM
From: Dave Gore	Respond to of 6445

CRUS, been watching it steadily claw its way back up from $17 (now $24+); couldn't pull the trigger and missed it. Would bet its still going higher but really would like a pullback first. CEO was reassuring on CNBC, low exposure to weak chip niches, he said. Watching....along with many others in case they drop in general on poor earnings reports from MOT, YHOO, etc. Also watching to see if any negative reports will be taken in stride. For instance, will MOT have a poor report but not get hit? I think YHOO would get hit for sure, but MOT may not. That would tell us a lot about what sector niches were safe to go back into.

To: Dave Gore who wrote (1276)	1/10/2001 2:47:26 PM
From: robsiv	Read Replies (1) \| Respond to of 6445

Intermediate trades... ICIX: was under 4 a few weeks ago. Now at 14. Nice. Trading with WCOM now.