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Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: Lizzie Tudor who wrote (18495)	10/10/2003 2:24:48 PM
From: Dave Doriguzzi	Read Replies (1) \| Respond to of 57684

Lizzie, It's funny you should mention AZPN. I have tracked it for years. It was very high came the whole way back to the 2's a couple years ago then ran up 400 - 500% I believe and came down again recently. I looked at it, put it in my spreadsheet and streamer but didn't buy it. It ran from $2.8 to $4.3 so I decided to remove it and viola I saw it on the gainers list today at $5.80 or something! Oh well. I only have about 10 positions right now. INET, ITWO, CHRD, TZIX, BORL, IVX and a few others. Basically stocks selling for less than 2x P/S plus some cash. And of course a boatload of PUTS. I expect at least a consolidation somewhere in here of 10-15% but who knows? The QQQ's are up 78% and the NASD is up 73% from last Octobers lows. Thanks for the recomendation. Keep them coming. Always looking! Dave