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To: Dale Baker who wrote (3410)	3/9/1999 7:06:00 AM
From: Mao II	Respond to of 118717

DB: Didn't get a chance to post yesterday, but entered MMCN @15 1/2. Nice little networking chip op. You might want to check it out. Big biz from CSCO (by far its largest customer), new big biz from IBM. Well off its highs of 30ish. CEO resigned last q, which spooked people. New CEO expected this q. Looking for 20, and will then reassess. Could easily run to 25. As an added cherry on top, as with a lot of small companies in the sector, there's buyout talk. I view this as a strong intermediate term hold, depending on general market conditions. By the way, FGI very strong as the oils pop (this is a head fake, but hey, it looks good!). Another interesting pop up in FTEN, a super fine regional bank. Something may be going on there (BKX was weak). M2

To: Dale Baker who wrote (3410)	3/9/1999 7:15:00 AM
From: Mao II	Read Replies (2) \| Respond to of 118717

DB: Addendum to last post. I said oils were in a head fake. That is obviously my opinion. There are a lot of people who think the bottom has been touched and that OSX is headed up now. You might want to take a reading here. I placed my bet on FGI, which is now up 20 percent in last three or four sessions. Continued strength in the sector depends on an agreement to cut production at OPEC meeting. (March 23 I believe.) If OPEC can agree (yeah, right) and adhere to agreement (double yeah, right), then this will not be a head fake. If you get my drift. M2