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Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?

To: TREND1 who wrote (862)	10/19/2001 11:19:43 AM
From: Zeev Hed	Read Replies (2) \| Respond to of 99280

EMC and NTAP are storage as well, inclusions in the Q was due to joint volatility, not just proximity of business activity. Jumped back into QCOM here at $47.50. Fully loaded. Zeev

To: TREND1 who wrote (862)	10/19/2001 11:27:28 AM
From: Steve Lee	Read Replies (2) \| Respond to of 99280

Larry, I expect EMC and NTAP to disappear into obscurity as the stock market bubble bursts. The value-add of their products is highly questionable. The stocks in the Q make fundamentally more useful products. To lump the likes of BRCD in the same industry category as the likes of EMC is to make a massive generalisation. Apologies for bringing funadamentals into the discussion <g> I know your opinions on that! On another topic, does anybody know a means of shorting the Argentinian Peso? As it is currently tied to the dollar, I haven't been able to find a broker that will touch this kind of trade. TIA.