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Strategies & Market Trends : Anthony @ Equity Investigations, Dear Anthony, -- Ignore unavailable to you. Want to Upgrade?

To: jjs64 who wrote (5795)	1/23/1999 6:26:00 PM
From: RockyBalboa	Respond to of 122087

jjs, I agree with your view of CNKT. In fact. I shorted it back in december but covered when it fell back to 3 later. I missed the latest opportunity as I had several red-hots to watch and simply didn't want to turn up another position. Same as PCNA, which I also omitted. I agree about BVSN and am looking forward to their projected earnings release which will be the 27-Jan. The recent run-up indeed may point out a surprise and a better than 14c. Though the upside risk is minimal and I expect more a selling the news after the release. I see the work and contractual relationship of BVSN, but hasnt that been the case in Checkpoint, or on the fiber side, CIEN and TLAB too? Sure there aren't much triggers in sight, except concerns about accounting and the valuation. For others, it may have been a short from the 20ies, me thinks waiting for the recent runup and then exiting & shorting is a means to get something out on the downside, too. C.