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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Sergio H who wrote (17955)	10/30/2003 9:48:08 AM
From: Paul Senior	Read Replies (1) \| Respond to of 78470

Godot, what is this CFGW? It is not recognized as a stock symbol by Yahoo.

To: Sergio H who wrote (17955)	10/30/2003 9:55:29 AM
From: Dave	Respond to of 78470

Godot, CGFW is an interesting company with a good if not great story. A couple of points though. CyberGuard has not for the past year or so provided guidance to the "street", therefore, analysts are somewhat "blind". Next, their CEO is leaving the firm and this CEO was instrumental in the "rebuilding" of CGFW. Lastly, while CGFW is carving out its own niche' in the Network Security business, CGFW is competing against large, well established companies. The most direct competitor is SCUR.

To: Sergio H who wrote (17955)	10/30/2003 12:09:33 PM
From: Steve168	Read Replies (1) \| Respond to of 78470

My model turned bearish first time in 2003, I sold most "below-cash plays", only holding AVLR and GSH. Buying more EONC on the dips. Overall I am 65% long, 35% cash, 65% short, first fully hedged situation in 2003. I would rather keep the huge gain this year than risking give it back. The 7.2% GDP is making everyone feel good. When the majority feels good, that's a bad sign. I am taking chips off the table. There could be another frenzy run, but I am happy not to make that couple percent more.