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Strategies & Market Trends : Sharck Soup -- Ignore unavailable to you. Want to Upgrade?

To: Softechie who wrote (19189)	4/28/2001 10:19:26 PM
From: American Spirit	Read Replies (1) \| Respond to of 37746

RMBS looks like a good value with a nice upside assuming we rally into next rate cut or else longer term. I assume both though long-term will be bumpy. So do GLW, KLIC, PALM, AGRA, AV, UIS, CYMI, NOVL and LU (ala deal esp) plus little dogs with cash SCNT, AETH, CMGI, RRRR and LOR. These are the ones which survived my criteriae which are basically low market caps vs. cash/assets/revenues/ potential recovery appreciation. Would hold onto IBM, AAPL, YHOO, VZ, SBC, WCOM, HWP, probably ERICY and all energy stocks. I've used up my buying power so I can't get any (or any more) of these but for the fun of it those are my pix and my ideal portfolio. Would be studying XOXO and METH too if I could afford to buy them. Don't know much about these companies. Hunches of the week: Something's about to happen with both LOR and PALM. LU will get even more than 5 billion for its fibre optics division. And WCOM will finally be allowed to rally.

To: Softechie who wrote (19189)	4/29/2001 1:32:45 PM
From: rupers	Read Replies (1) \| Respond to of 37746

Softechie - RMBS Be careful. The Infineon and RMBS litigation (jury trial) is currently being held. Friday's events appeared to be somewhat bad for the RMBS attorneys, but the case is definitely not over. I'd be very cautious on going either way on RMBS, because the price could swing either way as the trial events unfold. You can probably find more info about the trial events on the RMBS Yahoo, RagingBull, or Motley Fool threads (but, of course, you have to sort out all the bs posts, too).