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To: drsvelte who wrote (7115)	2/2/1999 7:23:00 PM
From: The Ox	Read Replies (1) \| Respond to of 14427

I cashed out late in the day with a great trade which means it will probably rocket north now that I'm out! <g> I'm not sure how the stock will react to CSCO's earnings but I'll take a guess that it will be positive. Right now MMCN's #1 customer (near 40%) is CSCO so alot currently rides with their earnings. I would suspect that CSCO's solid report may be overshadowed by it's tremendous run up since Oct. I believe that MMCN should be trading in the low 20s on current funnies, so I think there is a chance that it will keep going until it gets back to where it was a couple of weeks ago. I consider it a buy at 16 and strong buy at 13 and under.

To: drsvelte who wrote (7115)	2/3/1999 8:40:00 PM
From: SJS	Read Replies (2) \| Respond to of 14427

The wonderful thing about being out of town for 2 days is that you get to see how the pick suggestions fared from a 20-20 hindsight perspective. What are we doing now with this one (MMCN) Mike? Still a trade on it? In the meantime, I mentioned CREE at 40 to you all a few weeks ago...... TXCC is about where DOC and I bought it about a week ago (just a little lower...), and VTSS is gonna close under 55 by expiration!! PFE...good buy for me a week ago. Yes. QWST...what can I say folks? Earnings today AND a 1 Billion (yup) contract with the US Gov.