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Strategies & Market Trends : Steve's Channelling Thread -- Ignore unavailable to you. Want to Upgrade?

To: Zeev Hed who wrote (11728)2/26/2001 7:06:19 PM
From: U.B. Green  Read Replies (1) | Respond to of 30051
 
Zeev, Whew! A lot of action. I was away since Fri. afternoon and returned today at 3:45, just in time to sell about 1/3. Plan to sell at least another 1/3 in the morning. If you have the time, would you tell me if you are in or out of: SNDK, QLGC, BRKS, CYMI, BRCM, BRCD?

Regards,
Bernie



To: Zeev Hed who wrote (11728)2/26/2001 8:33:01 PM
From: Jdaasoc  Read Replies (1) | Respond to of 30051
 
Zeev:
AAPL was one of the ten long term suggestions I gave on Dec. 31st

I would presume they have lots of cash but poor prospects for current MAC product lineup. If tech malaise continues, APL might be able to buy something of value without overpaying unlike JDSU/CSCO/INTC serial purchases.

john


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