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To: Larry S. who wrote (52838)	2/10/2005 8:29:31 AM
From: DanZ	Respond to of 53068

Ericsson might be a good trading buy between 27.50 and 28.80. biz.yahoo.com It's funny how the market picks and chooses what "it" wants to focus on. The company beat the earnings estimate, but their margins went down due to the rollout of new projects. It seems to me that this is an upfront hit that will help the company sustain growth in the future. They have to rollout new projects to increase future revenue and earnings, but the upfront costs for these huge projects can lower margins in the short term. It looks like a big overreaction to me, but ERICY often makes big gaps from day to day in both directions. No position presently but I will likely buy a little every 25 cents or so down. The stock is retesting the low end of the recent trading range that I have been looking for. Matrixx released their earnings last night. They beat the revenue and earnings estimate and their own guidance. Sales were up 48% and earnings were up 62%. Cash is up about $7 million from last year and gross margins increased a few points to over 70%. The company looks great fundamentally. They just need to get through what I believe are bogus lawsuits. biz.yahoo.com

To: Larry S. who wrote (52838)	2/10/2005 8:35:45 AM
From: DanZ	Read Replies (1) \| Respond to of 53068

Cisco traded at a low of 17.50 yesterday and closed at 17.63. It might be worth a shot as a trading buy off this chart support, but I'd keep my finger on the sell button and bail if it gets below ~17.40. I covered my short for a nice one day gain.