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Politics : High Tolerance Plasticity

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To: jim_p who wrote (8593)9/25/2001 10:32:17 AM
From: ItsAllCyclical   of 23153
 
Consider that most OSX companies have yet to warn or are just starting I'd probably wait until the warnings come to see what sort of reaction you get. I agree LT that OSX 55 seems like a pretty good entry pt, but there's no guarantee OSX 48 will hold given this current climate.

Also LSS warned around $20 and is now sitting around $11-12. I like at least half of the companies warn in the sector before I'd even consider it. May miss an initial bounce, but I don't feel any need to rush back in.

I think mutual funds are still trying to get out. Energy funds will be liquidated to buy "cheap" tech. You'll see more downgrades once the street has repostioned themselves again.

Just a word of caution.

But you nailed NG prices so WDIK.
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