Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : YEEHAW CANDIDATES -- Ignore unavailable to you. Want to Upgrade?

To: Ken W who wrote (419)	9/13/2002 2:13:38 PM
From: Ditchdigger	Read Replies (2) \| Respond to of 23958

At least I still have my core shares!<g>......... ............. 7:27AM Cepheid seen selling anthrax detection product to Postal Service (CPHD) 3.74: Business Week expects this small biotech company to soon attract attention. The company, which has a gene-based product for detecting biological agents such as anthrax, is expected by one analyst to sign a contract with the U.S. Postal Service in the next 2-3 months. The Postal Service is currently testing the equipment, which the Rodman & Renshaw analyst expects will be in use by mid-2003. He sees Cepheid making money by 2006.

To: Ken W who wrote (419)	9/15/2002 4:03:38 PM
From: Sergio H	Read Replies (1) \| Respond to of 23958

Hi Ken. Hope you're enjoying your weekend. The start of another school year, soccer season and indoor tennis is keeping me busy. I passed on the Civic. Dealer wanted to haggle too much. I've got my eyes on the Mini Cooper. They've got a great site, btw. Your grandkids might enjoy it also: www.miniusa.com Nice news on CDIC and nice move up over the past two weeks. Good call on your part(Remember the waves). CDIC is making deals that will add to the bottom line a year or more from now. OK, we've got ACO over 6. I'm out on my trading shares on Monday. Market is too difficult not to take profit. But holding core shares, of course. Speaking of a difficult market, take a look at this chart: geocities.com Unloading SCRI from the portfolio and adding SURE, CREE, MDCO and ITRI. MDCO is my type of stock. Look at the chart. Sideways movement will translate into a big move. MDCO launched Angiomax earlier this year. They need to demonstrate that sales are meeting expectations. There's a few nice kickers further down the road. ITRI has been on a tear. I wish we had found this stock earlier. It's going to go higher. Question is at what price to get in. I'm definatly buying. CREE and SURE come from old time amigo, Cary. He's playing both on a long term basis and I am adding the stocks to our portfolio in his honor. Nice article featuring SURE: thestreet.com Technically, SURE looks good for long term or for a quick scalp trade right now. CREE has a ton of cash and no debt. Earnings projections demonstrate strong grow expectations. Technically, CREE looks like a great stock to take advantage of the market volatility wih. Entry point somewhere between 12 and 13 when the techs rally and exit when the Naz sours. Sergio