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To: isopatch who wrote (85688)	1/30/2001 4:33:19 PM
From: ItsAllCyclical	Read Replies (1) \| Respond to of 95453

OT - Isopatch, in the previous message I said I'd be back mid Feb. I don't leave till mid next week, but trying to get my portfolio in order before I go. Don't want to watch or worry about a thing except for skiing. As for ORCT I think the market has priced it too cheap regardless of profitability. They sell more to Europe vs US. In theory Europe isn't supposed to slow down as much as the US. Also I like the technicals (assuming techs don't totally tank). If techs forge ahead post Fed meeting then I could see ORCT hitting 6+ NT. Not much resistance overhead once it builds a base here and starts trending over 4. I sold NTPA and EFNT far too quickly. Will hold and add more ORCT at these levels.