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Date Posted: 17:15:37 05/15/00 Mon
Author: Marty
Subject: Market tankage.
In reply to: Jay 's message, "RDWR, bombed by Barron's article. watchout. analyst says , rdwr - so what vs csco / arpt." on 13:16:50 05/15/00 Mon

Still keeping a close eye on ICGE. They lower the coverage becaue they are buying stakes in companies (hello, that is what they do). Figure the bottom is very near, thinking 25, but with the fed meeting out of the way and the nas at 3500 or so level, we are poised for a run, to over 4200. Rbak on the wide swings is an in at 55 and out at around 90, however, the conditions of market and full circle of this one indicastes a horse that cant be kept back. Up with the market this impatient little pony is going. Mail at 6 and change is a steal, but dont have time when there is Rbak. Also, the ffiv, fdry, rdwr categories have been hammered because of morons/unhypesters. They will recover though. Think about it. Large companies that are into everything I have worked for have had less of a handle on the left hand knowing what the right hand is doing. A company that is more specialized knows where all the strings on his violin are, or as his lover might put it, he is good with both hands. Ariba and the rest like RealNetwork will cruise first. The reason: the big money knows these will get away from them, so they hit there first. Tlxs has been teasing me too as does jnic. However, they still are not Ntap ro Extr. Low 60 ot high 50s on Fdry is maybe still a possibility as is the parallel movement of Ffiv at 28-30 on the lows. Thes lows are not one chance deals though, for

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