To: Perfect Tommy who wrote (10339 ) 1/27/1999 7:35:00 PM From: Jeff Lins Respond to of 16960
Hidy ho fellow TDFXers! Sun, Pat, Chip (SunPat Chips...sounds like a snack...) hope you all are doing well. Recently moved down to sunny Binghamton NY for a job...things have been a bit hectic, and I haven't had any time to do anything. So I have been catching up on the boards...sold a small chunk Tues before earnings...earnings came out, and they were quite a bit better than I expected. "Damn, Jeff, why did you sell!" Then the other half of my brain, the quasi-semi-sorta smart side said, "Hey, Jeff, don't forget the TDFX golden rule: if it goes up before the announcement, it comes down after the announcement. Naturally, the substance of the announcement is irrelevant". Yup. The smart side of my brain was right. Damn! Shoulda sold more of it! Yes, the fun continues... Don't have much time right now, but figure I'd mention that the rest of the port is as crappy as ever...lets see...sold CKFR, bought more STBI- mistake (in on CKFR at 6is out at 14; but it coulda been a 6-bagger). Sold CD, bought the oils- mixed results. Holding JDAS- going nowhere. EYES- Class action suits aplenty. FORE has great rev growth and technology, but the market could care less right now, even though it is one of only a handful of majore networkers. PSFT has done nicely after it collapsed to 16-17. One bright spot is PRXL. Checked it yesterday AM to see I was down 10% since buying add'l share on Mon. Then the inside info leaked out...popped up nearly 5 points before the close...and the awesome earnings announcement. Ok, enough boring info; I throw it out only in case anybody else has any info, and because things seem quite slow, especially after earnings. Also recently bought PAH...and a quick 7% loss...still looks AOK to me... Take care, and hope to talk to you all soon! Jeff PS: Chip, I am scheduled to get a cable modem in 2 weeks...will send you my email so that I can get on the DD list, if that's ok, and see if the better ping time makes up for my crappy FPS abilities :)