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Pastimes : J Doe #13 Off-topic Non-Specific Tech Stock Ponderings

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To: Charlie Finley who wrote (1795)8/4/1999 5:29:00 PM
From: Johnathan C. Doe  Read Replies (1) of 1819
 
The oil plays were definitely a missed opportunity on my part; too slavish to the techs. PAIR is getting down to the point I will increase my position; I had too small a position to dump out and not big enough to half while it was up in the mid-teens; so what did I do; ride it right back down. The second and third tier nets are falling off hard and they might be where the real play ends up being. VUSA is just dropping like a rock. I like DRIV a lot; know something about them. I agree with COX, but am watching. Won't buy any nets till they really capitulate hard and deep.

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