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To: fedhead who wrote (141074)3/29/2002 2:41:25 PM
From: H James Morris  Respond to of 164684
 
>>I think if you buy the winners<<
I think I know who the winners are, because I follow them day to day.
I also like to short the losers...like ADLAC : ADELPHIA COMMS CORP CL A (NASDAQ) my cable company. Notice how it dropped after announcing off balance sheet transactions.
siliconinvestor.com



To: fedhead who wrote (141074)4/1/2002 9:38:31 AM
From: H James Morris  Respond to of 164684
 
>>I would CSCO seems
to be the safest bet in this sector and I am not saying it his because I work at CSCO.<<
Anindo, what do know about Seattle based FFIV : F5 NETWORKS (NASDAQ).
>>"Besides, when I drive by the Cisco guys, it's just going to drive them nuts," he said. "In our market we're killing them. I just give them a little reminder." <<
seattletimes.nwsource.com
siliconinvestor.com
Here's a guy up in Seattle who seems to know a lot about FFIV.
Message 17167282


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