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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 (2197)	6/14/2001 11:28:23 PM
From: mishedlo	Read Replies (1) \| Respond to of 6873

Michail I do not doubt that EMLX is one of the better tech picks but do you really believe this stuff about storage? Look at EMC for SANS and NTAP for nas and what have you got? Not much. This talk about a recovery in 2002 and estimates too low? I do not think I believe this either. What I do believe is that after this inventory problem is worked off the first set of cyclical orders coming in will have everyone believing that we are going back to the internut heydays. If that plays out, everything will be a moonshot. All it takes is for CSCO to report increasing orders and lowering inventory. But the reality is that I am not sure if EMLX is a true value even at 1/2 the price and it could get there this summer if we retest 1700 or so. That said, I am patiently sitting in cash, (with a few QQQ SEPT puts) waiting for that retest. M