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Technology Stocks : Jimbo's Playhouse/CPQ -- Ignore unavailable to you. Want to Upgrade?

To: Jimbo Cobb who wrote (9831)	12/7/2001 11:53:37 AM
From: Paul Senior	Read Replies (1) \| Respond to of 12662

Need clarification: do U have a position in it? If so, then I will look closer. I want to be in it when you say this about TSEM too: "M2...TSEM 2 THE MOON !!!!!!!!!!!!!!!!!!!!" I am going to have to look at my belly button again to analyze why I have trouble listening to Jimbo!!! I keep missing the better stocks! finance.yahoo.com nice going on ET! I see INET near lows. Do U have an opinion on it?

To: Jimbo Cobb who wrote (9831)	12/8/2001 8:08:47 AM
From: Mao II	Read Replies (1) \| Respond to of 12662

Jimbo: Meant to post a couple of days ago, but I got busy with some other stuff -- picked up some lagging semis and opticals, one of which went wild yesterday for no discernable reason. You might keep an eye on TXCC as it pulls back and consolidates. (THere is speculation that a buyout is in the offing; share price ballooned 35 percent yesterday on biggest volume day ever, so maybe that's wise speculation.) TXCC is still relatively undervalued relative to its peers (PMCS, AMCC, VTSS), and it has a large cash position and a promising niche. FWIW. M2