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Strategies & Market Trends : Picks, Pokes, Pigs, Porks & The Penis Envy Trade of the Day! -- Ignore unavailable to you. Want to Upgrade?

To: Stoctrash who wrote (62)	1/26/2001 11:57:14 AM
From: im a survivor	Respond to of 111

Thanks...I've always loved the company....and look at the bright side......sndk fell $18 overnight....ssti is only a $14 stock...the same results and we'll be below zero, at which time I will really load the boat<ggg> Seriously though......ssti should be a good value in here...gap down is to 9ish, IF it fills, so limited downside, HOPEFULLY!. I think the best plays in this market are cheap, beaten down, quality, value issues, of which ssti and even sndk now are one....also....look how impressive the forward guidance was for my little atml.......heck, I shouldnt say little....heck they have similar flash revenue as ssti and sndk, which are more pure play flash co's....but flash is only a part of their overall core business. Additionally, they have no customers that take up a large % of their revenue stream, so a slowdown in this company or that company will not effect atml. lastly, after hearing eli, it was quite uplifting listening to the atml forward guidance when they basically said their braod array of products will allow them to excel the whole year...they forsee no slowdowns, only more hypergrwth.........hope it turns out to be a good hold....I am in atml at $13, $14 and $15...will not add more, unless she drops to $10....

To: Stoctrash who wrote (62)	1/29/2001 3:13:14 PM
From: im a survivor	Read Replies (1) \| Respond to of 111

So what does your crystal ball tell you about the upcoming 1 - 3 months? It really seem's as though the consensus is split. half think we have rough few months, possible retesting of lows, other half says bull is back and stay long techs..... Me, I have no earthly idea....I know I've been more ceraful and have taken some small profits and ran.....my margin % is lowest it's been in a long, long, long while. Quite a few stocks I would like to buy, or add to existing, but really having a tough time decising which way the market goes. If we are heading down, I prefer to obviously use that margin when we are way down, but if we are heading back up.....there are quite a few stocks that look attractive that I dont want to let get away from me should we rise. Part of me feels we will sell off, another part of me is the perma bull at heart and wants to buy buy buy....... Opinions are appreciated. keith