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

To: Sergio H who wrote (2094)	5/31/2003 2:28:21 PM
From: JoeinIowa	Respond to of 23958

Sergio, I have us at 28 out of 30 spots. We may want to add another NG driller and I like Crossy's OMNI. Have not bought it yet but will probably do so next week if if comes down a little more. It makes sense as NG prices go up so will drilling activity as we have seen with the rig counts going upward. They should be the next to shine in the NG cycle. Joe

To: Sergio H who wrote (2094)	6/1/2003 1:36:26 AM
From: Ken W	Read Replies (1) \| Respond to of 23958

Sergio I posted a fancy chart (weekly) for CDIC along with an explaination and target, then the damn sat. connection went down...LOL Just to paraphrase. The weekly chart is good to the 200day period average at 4.47ish. This past weeks volume and pullback on lighter volume comfirm the breakout with strong support levels in the 3.09/3.11 area...funny how the mm's pulled the sweep out on Fri. to exactly that spot. LOL Earnings are due out somewhere around the 19th and I fully expect sensor rev's to be higher than last Q as well as an increase in unit sales. Cash flow positive for the 3rd Q in a row will be the kicker. I am also expecting some sort of blub on the PREDICT study as it is completed with finalizaton of the data in process since the end of last Q. Ken

To: Sergio H who wrote (2094)	6/2/2003 10:50:11 AM
From: Ken W	Read Replies (2) \| Respond to of 23958

Sergio Let's put TERN in the folio at 2.90 Trading below book with cash in the bank. Also, there is the SuperComm. show in Atlanta Ga. this week. H and Q is recommending the sector as attractive, particularly the carriers. Ken