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Strategies & Market Trends : Anthony @ Equity Investigations, Dear Anthony, -- Ignore unavailable to you. Want to Upgrade?

To: Kevin Podsiadlik who wrote (70749)	4/26/2001 1:56:29 PM
From: Wolff	Respond to of 122087

batch-o-shorts here is my bunch: SS NTIQ 31 into earnings----doubled in this month and has a business model based on the overcrowded internet suppliers model. SS NETE 38 into the run up on VRSN and anticipation that it can not better these levels going into April 30 earnings. SS VRTS 58---the stock is done with earning and got the down grades---its up on hopes that software for storage is uneffected by EMC---and the expectation the EMC will not seek to write their own software----Look for SUNW to eat some others lunch as they move hard into the enviroment---simply bloated market cap on a finite set of consumers. SS VRSN 47, redickculos valuation, these are the guys who bought up Asenscio's Network Solutions, they still pay that price. There is an assumption the death of the dotcoms will not effect the resubscripitons of names. There are many players in the security side too. Look at the insider selling. Hats off to the woman CFO who has sold some 52 Million of insider sales to date. She is good with the money eh? Look for proforma BSing off the bat. Lastly SS QCOM at 59, these guys have the standards to the world of rapidly declining cell phone growth----unfortunately they are priced for RAPIDLY growing. later wolff