SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Non-Tech : Invest / LTD -- Ignore unavailable to you. Want to Upgrade?


To: drsvelte who wrote (14217)2/1/2001 11:37:38 AM
From: Jeffrey Beckman  Respond to of 14427
 
Doc, I'm back in PPDI this morning (42.4), having traded it 2-3 times from low to upper 40's. Maybe there's some more there now, positive guidance last night.

I'm in a slew of microcaps and will try to condense things
to a few core holdings soon. VISG, ESEX and SEMX are the largest of them right now, VISG and ESEX moving lately.

Other mainstreams; ISSI, SFNT, IMCL. SFNT was a stock of the day a few days ago (.36 vs .21 expectation).



To: drsvelte who wrote (14217)2/1/2001 2:28:16 PM
From: The Ox  Read Replies (1) | Respond to of 14427
 
Hiya doc (and all),

I've haven't been trading as much since I cashed out over a week ago. A day trade here and there so I haven't had too much to add to the thread. I hope to get back in the swing of things by mid-month. It seems I have too many threads bookmarked, so I never have to worry about stuff to read on SI but it's a shame that our thread has lost it's appeal. I have a feeling that our semi talk scared off a few of our old friends, especially during last year's decline.

I'm sitting on a boat load of cash and it needs to be put to work real soon. I think we can attract more input if we attempt to diversify our discussions like we did when this thread first got started.