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To: Sultan who wrote (8226)	3/8/2004 3:08:23 PM
From: Sam Citron	Read Replies (1) \| Respond to of 13403

OT The kind of market environment we are in (excuse me...THEY are in): 2:40PM DFCT trades up 94% on 30 mln shares, as momentum crowd searches for next China play 1.57 +0.76: Previously known just as a Hong Kong-based maker of toilet paper, company has attracted the interest of the momentum crowd after last week announcing plans to acquire a China-based company in the information technology sector as a new business unit. While there were few details associated with the announcement, stock has enjoyed a 125% advance since issuing the press release. Today, DFCT shares have rallied 94% on enormous volume of 30.6 mln shares (25x avg). www.briefing.com in play

To: Sultan who wrote (8226)	3/8/2004 5:03:40 PM
From: The Ox	Respond to of 13403

OT WIND, CAMP and CORV are the only 3 greens in my main portfolios today. Everything else was down between 1 and 7%, fwiw. I agree that we need to see the market's reaction to earnings and that this is probably just a consolidation period, since Oct/November of last year. The NASDAQ has been in correction mode since the end of January while the S+P and DOW have just been humming along. It would not surprise me to see the DOW and S+P back off taking down the NASDAQ even more, during the month of March.