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Strategies & Market Trends : Pump's daily trading recs, emphasis on short selling -- Ignore unavailable to you. Want to Upgrade?

To: Michail Shadkin who wrote (493)	5/13/2001 11:48:44 AM
From: Sharck	Read Replies (2) \| Respond to of 6873

Morning Michail, Congrats on your success in the markets. Someone passed on a note stating you were short SPWX. After catching up with your thread, I am curious how you play into the viability and/or barriers of entry of a technology to your decision of going short. In other words, are you basing it on fundamentals, then I would I agree looking at the future revenue streams, the stock appears to be short term over bought. However, it appears from your purchase of NVDA (a stock I was short until yesterday) that you based this decision, on the simple (T/A) notion that stocks rarely move more then 3 days in one direction, something you now know not to be true. SPWX: I believe in the long-term sustainability to more user friendly forms of inet access and voice rec is infinitely more user friendly and accessible then keyboard or punching numbers into your telephone. SPWX has hired a group of MITs smartest brains, picked up a bunch of NTs entire voice rec division along the way, using sequential algorithms, they in turn make accessing menu driven ports as easy to use as a phone call, well it is a phone call actually. They and NUAN have a virtual oligopoly in this sector, are expanding globally and are liked 2 of 3 better then NUAN in customer satisfaction. And who would buy a company named Nuance anyway... SPWX was a screaming buy at 5 bucks and the April 7.5 calls were a triple for me. I have presently no position in the company but consider it to be an excellent opportunity for the long term. Good luck and hope to share in some of your own calls. John Sharck