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Strategies & Market Trends : Rande Is . . . HOME

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To: Rande Is who wrote (16008)	11/30/1999 5:43:00 PM
From: Trumptown	Read Replies (1) of 57584

Despite the liquidity out there, I've taken a more defensive posture...lightened up significantly into the end of November...as planned (always tough to do) Despite Y2K being a 'no brainer' I think the probability of a lemmings dance somewhere around the middle of the month is higher than not...bullish sentiment seems to be too strong at the moment...much like the bearish sentiment was in late October. Seeing too many finale fire works on the third tier stocks. The first tier stocks are flattening out...and the third tier stuff is poppin' all over the place... Also not seeing the first and second tier stuff pop on much on news (nothing like mid-November)... Holding a few (UTX, TWE, PDYN, HOOV, HYPR, SSYS)...but walking softly... SR

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