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Strategies & Market Trends : Stock Attack II - A Complete Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Paul Shread who wrote (29638)	2/10/2002 2:21:00 PM
From: Jan Crawley	Read Replies (2) \| Respond to of 52237

Paul, I have a Sanm story and would appreciate your(Dennis and others) point of view: A few weeks ago I caught a CNBC interview w/the short-seller Tice and he stated that his bear-fund was shorting Sanm(the emc sector) and the stock was trading around(above) $18. I checked the available F/a&T/a info of Sanm and.....Anyway...a week later the stock was dropping under $14 and I made a quick decision and mkt-bot 2800 shares and they were filled bet $13.87 to $14. On Friday, Sanm went to it's Sep-low of $11.75 with thin trading. I bot another 1800 shares under $11.80... Now, there were a couple of relatively(for Sanm's options volume) large Sanm calls opened on Friday- quote.cboe.com 1,000 Mar-12.5 calls opened(OI-252) 3,500 Apr-12.5 calls opened(OI-1370) My read is that the shorts were covering a little and there is a very good above Feb-$12.5 max pain support for the next week. Well, beyond that, what does the chart say? stockcharts.com[w,a]daclyyay[pb50!b200][vc60][iUb14!La12,26,9]&pref=G Thanks!

To: Paul Shread who wrote (29638)	2/10/2002 9:34:19 PM
From: bruceleroy1_-	Read Replies (1) \| Respond to of 52237

15:55 ET MSFT Microsoft valuation questioned in Abelson's column (60.65) In Abelson's Barron's column, Alan Newman of CrossCurrents questions the company's valuation, arguing that it isn't really earning more than in 1998 yet commands a P/E of over 100 based on GAAP earnings. Also notes insider sales of MSFT, and insider sales at all top tech cos: INTC, CSCO, IBM, HWP, EMC AMZN, SUNW, DELL and YHOO, which have seen 87 insiders selling and only 3 buying over the past six months.