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Strategies & Market Trends : Sharck Soup

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To: puborectalis who wrote (17711)	4/21/2001 11:49:20 AM
From: American Spirit	Read Replies (1) of 37746

I would buy all those big techs on dips but they just had run-ups. The worse the news this Q the more money you'll make in future quarters. Right now I would look for those which haven't run up yet. Micro dogs with lots of cash/assets which haven't participated yet (or just started to). SCNT, UIS, LOR and NOVL my faves now along with LU for more. Missed TERN and BVSN as well as AAPL (all cash-rich) and kick myself as I circled them last week as primo buys. But missed those bottom buys I love. Got others though. Will look at a few new ones Monday. Plenty of long money left as every dog gets its day. Do not like the LPTH's of the world. Very little cash. SCNT has more cash than market cap now. Need dogs which can withstand another 12 months worst case scenario. -- Also expect big telcos to finally participate starting this coming week as earnings finally get out of the way.

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