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Strategies & Market Trends : The Thread Formerly Known as No Rest For The Wicked -- Ignore unavailable to you. Want to Upgrade?

To: kathyh who wrote (28841)	4/18/1999 12:49:00 PM
From: MARK C.	Read Replies (1) \| Respond to of 90042

Thanks Kathy , But don't rely on my opinions to much. I am probably one of the least knowledgeable on this thread. I have learned a lot in the last couple years and have become a much better investor but I have so much more to learn that I wonder how I made it this far. Tim and people like him who have unselfishly shared their insights and knowledge with me have made it possible to gain a better understanding of the markets and also have helped me gain confidence in my own abilities when it comes to investing. I am sure this is true of many others on this thread also. As far as SUNW, I own some in a retirement account and consider it to be a core holding for many years to come. I don't think it will stay down long. MarkC.

To: kathyh who wrote (28841)	4/18/1999 1:19:00 PM
From: DWCraig	Read Replies (1) \| Respond to of 90042

Kathy, Here's a fine example of brokerage recommendations which probably helped them obtain fat positions in one of the stocks this thread is following. On January 15, IDTC gapped down sharply to hit a low of 9 1/2, down substantially from its 52-week high of just over $40. The stock never went lower. Its price has tripled since these calls were made three months ago (cut and pasted from Briefing.com): 11-Jan-99 12:00 -- 13:00 ET IDT Corp. (IDTC)15 -2 7/8: CS First Boston downgrades telecommunications carrier from "strong buy" to "hold" due to deteriorating pricing and margins in the wholesale long distance market; believes shares may be negatively impacted by deteriorating wholesale market and that could fall to the $10-$15 range in the short-term.....(SH99011112007) 14-Jan-99 13:00 -- 14:00 ET IDT Corp. (IDTC)13 1/2 -1 13/16: Jefferies & Co. downgrades provider of integrated long-distance telephone and Internet access services from "buy" to "hold" on view that wholesale long distance prepaid calling card business is weak; believes company's prepaid card business has come under intense pressure.....(SH99011413008) 15-Jan-99 11:00 -- 12:00 ET IDT Corp. (IDTC)10 3/16 -3 3/16: Friedman Billings Ramsey downgrades telecommunications company from "buy" to "speculative buy" as company pre-announces fiscal Q2 expectations; pricing pressure and slower than expected network deployment will negatively impact margins and earnings in Q2 and future quarters; lowers Q2 EPS from $0.17 to $0.06 and FY99 EPS from $0.74 to $0.36 a share.....(SH99011511009) 19-Jan-99 14:00 -- 15:00 ET IDT Corp. (IDTC)12 1/8 +2 7/32: Lazard Freres downgrades telecommunications company from "buy" to "hold" due to expected erosions of gross margins from 25% to 20%; lowers fiscal Q2 EPS estimate from $0.16 to $0.05 a share.....(SH99011914001)