Re: RE: [CANSLIM] ROOM


From: btriffet@earthlink.net
Subject: Re: RE: [CANSLIM] ROOM
Date: Thu, 21 Nov 2002 09:20:09 -0800 (PST)

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I'd like to jump in and say, the internet/ comp security group would be a good play on the whole terrorism issue. Look for ones that specialize in firewall/server protection. This could include hardware as well. Not sure how much spending has been done by IT depts or how much more there will be but I bet there will be more as threats increase.

- -Bill
- -------Original Message-------
From: Kelly Short <kelly.short@fw.us.neoris.com>
Sent: 11/21/02 06:44 AM
To: canslim@lists.xmission.com
Subject: RE: [CANSLIM] ROOM

> Tom,

Forgive me- was not trying to box you into a corner. You speak "positively" of the internet / computer security group. Do you still (today) speak positively of these groups or would you say their steam has been expelled?

Kelly


- -----Original Message-----
From: Tom Worley [mailto:stkguru@bellsouth.net]
Sent: Wednesday, November 20, 2002 8:50 PM
To: canslim@lists.xmission.com
Subject: Re: [CANSLIM] ROOM


I don't recall saying any particular about the e-commerce sector. I did
speak positively of the internet / computer security groups.

- ----- Original Message -----
From: "Kelly Short" <kelly.short@fw.us.neoris.com>
To: <canslim@lists.xmission.com>
Sent: Wednesday, November 20, 2002 4:19 PM
Subject: RE: [CANSLIM] ROOM


Tom,

If I remember correctly you suggested a move in the e-commerce realm a few
weeks ago- would you still advise the same today?

Kelly

- -----Original Message-----
From: Tom Worley [mailto:stkguru@bellsouth.net]
Sent: Tuesday, November 19, 2002 6:07 AM
To: canslim@lists.xmission.com
Subject: Re: [CANSLIM] ROOM


Norm, the internet e-commerce group has been strong lately, hence the group
RS of 93 now. Others in the top six are AMZN, EXPE, UOPX, GYI, & TREE.

- ----- Original Message -----
From: "Norman Boyd" <theboyd@tisd.net>
To: <canslim@lists.xmission.com>
Sent: Monday, November 18, 2002 10:41 PM
Subject: [CANSLIM] ROOM


Anyone else notice this one did what SYMC did.  Specifically, a low vol
breakout from a handle.  SYMC immediately pulled back on below-avg-vol.

Norm


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