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


To: Sergio H who wrote (1910)5/11/2003 4:29:10 PM
From: Ken W  Read Replies (1) | Respond to of 23958
 
Sergio

PWAV: FA wise I like. TA wise an entry closer to 4.00/4.25 would be more attractive.

stockcharts.com[m,a]daolyyay[pb50!b200][vc60][iUb14!Lp14,3,3]&pref=G

I like that they cut their losses last Q and actually went eps positive. They have over 100mm in cash (although there are 68mm shares in the float) Still trading just about at book value, and in the wifi space. Centrino is creating quite a stir in the whole "work anywhere" hype so I could see wifi stocks moving in connection with INTEL's move into that spot.

Let's put it in the folio, but at the better enty. I'll post when I buy it so that we have a valid holding.

RE: the discussion on "sale rule". Had we dumped DHB when it shook out during the union suit mess we would have forgone some of the profit. Not that it would have been a lot, but if we have a stock that FA wise does not justify selling then I think we should hold it until our identified catalyst comes to pass or fails.

Ken