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dealer

02/10/01 8:19 AM

#960 RE: Vendit #958

Goodmorning Vendit; The only one that I would purchase at this time would be more NTAP, I have a few calls already.

There are several that are at a critical support... What a difference a day could make. These include INTC, QCOM, BRCM to name a few.

Good exercise, Let's see it is Saturday morning 8:15 and I have my homework down already. :-0

Thanks for all you do.

dealie

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dayniteshadow

02/11/01 12:13 PM

#987 RE: Vendit #958

My Thoughts(Redundant to say IMHO?)


PROBLEM WITH TECH, BESIDES SLOWDOWN, IS THAT PEG RATIO CHANGES DAY TO DAY. ANALYSTS 'WERE PARANOID' ABOUT NOT CALLING FOR HIGHEST PRICE 'NOW PARANOID' ABOUT NOT CALLING THE LOWEST PRICE AND THE SHEEP FOLLOW.


NTAP appears to be strong storage tech at recent botttom. Heard out of the corner of my ear from Carl ____? on CNBC, Thurs. night, that at end of NTAP cc. question asked about new product intro and reply was wait for Monday.


JNPR seems favorite horse in switches, Corvis fav. buyout candidate, but question is at what price/peg

GLW is sold out for a year or two.(capacity constrained.) So a little safety in time of uncertainty. Question wheres bottom? Look at fbce, makes fiber, has guarantedd take or leave contracts. Corp. financing being guaranteed by TYCO. Speculation TYCO will buy them out.

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freeus

02/23/01 4:08 PM

#1394 RE: Vendit #958

That is some awesome list of fine companies, selling at (from befores prices) bargain prices. Have to go look them up to see what they are "worth" with a "reasonable" p/e and let you know what I think.
GE doesn't get fazed much, does it?Good bear market stock.
I'll remember for the future!!!!
Freeus