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Strategies & Market Trends : Guidance and Visibility -- Ignore unavailable to you. Want to Upgrade?

To: SusieQ1065 who wrote (11397)	8/17/2001 3:44:38 PM
From: keithcray	Read Replies (3) \| Respond to of 208838

Nibbled some DELL $22.80, VTSS & BEAS at the lows, MYGN & AMAT.

To: SusieQ1065 who wrote (11397)	8/18/2001 11:47:08 AM
From: keithcray	Read Replies (1) \| Respond to of 208838

Susie, you're gonna love this--->MXIM added to Waxie's "Short to the Death" List. MSFT added, too, Lol. CIEN (Grinch list #2) called to $15, hit $18 this week! Call was from like $100 JNPR (Grinch list #1) called at $260ish, hit $18s this week! Target is still $10 or less this year! VRTS (Grinch List #2) called to $20s from way way higher. Hit $30ish this week! Now we added MSFT and MXIM and we wait for their death knoll.

To: SusieQ1065 who wrote (11397)	8/18/2001 11:53:46 AM
From: keithcray	Read Replies (3) \| Respond to of 208838

More on MSFT from Waxie: MSFT is being added to Grinch List at $64.65 here for a long term short with stops for all you long termers. I think upside is to $70 and downside is probably to $30 longer term. One thing that may push it higher is the stupid X-Box nonsense, but this is a company that is barely hanging on for dear life. TONS of sellers all around it. Eventunally they all fall down! If you do play it longer term, you may want to leg into it short, and leave it alone.