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Strategies & Market Trends : The Amateur Traders Corner -- Ignore unavailable to you. Want to Upgrade?

To: Tom Hua who wrote (10962)	6/20/2001 5:38:55 PM
From: $Mogul	Respond to of 19633

Here is what they said a few weeks ago... Merrill Forms a Tech Upstarts List Merrill Lynch surveyed 100 analysts worldwide to come up with a list of 25 tech upstarts. These companies are what analysts think will be the next DELL's, MSFT's, and INTC's The sectors that were focused on were network centric: businesses like eCommerce software, servers, and storage replace the one-time upstart sectors like PC's and PC chips Among names mentioned were TMTA prophetfinance.com. and TQNT prophetfinance.com. in the chip sector due to their wireless focus, MUSE prophetfinance.com. in the software solutions business, and BRCD prophetfinance.com. in the storage sector Over time, Merrill expects these companies to become larger players like today's large-cap techs. Statistically, the size of the tech sector increases ten-fold every 10-15 years

To: Tom Hua who wrote (10962)	6/20/2001 5:38:55 PM
From: $Mogul	Read Replies (1) \| Respond to of 19633

Yeha i hear you Tom... but 45-50% drop in rev's..if that is lat min pushout...they knew well ahead of this..which is lousy. I think MLCO even touted thsi stock pretty heavy last week Now that is scary.... beleive no one is the message here. IMHO Respectfully, Mogul

To: Tom Hua who wrote (10962)	6/20/2001 6:46:30 PM
From: lifeisgood	Read Replies (2) \| Respond to of 19633

Tom, Put me down for .25 with continued bias toward further weakness in the economy (giving hope of additional cuts). Are you planning on another Book to Bill poll? Put me down for .38 best... LIG

To: Tom Hua who wrote (10962)	6/20/2001 9:19:46 PM
From: Paul A	Respond to of 19633

Tom- are you still holding MLNM? Any news would set this ablaze.. Im still long MLNM, still short DPMI.. couldnt get more borrow on DPMI which was weird, but I think ill be averaging up tomorrow if the market gets its way. I still say we fall a few hundred in the next week.. 25 for Greenspan.. no way he does more.. : )