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Strategies & Market Trends : Three Amigos Stock Thread

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To: LAWRENCE C. who wrote (19534)	4/10/2000 7:48:00 PM
From: Sergio H	Read Replies (1) of 29382

I think that there's the market needs some time to digest all of the high tech IPOs that have been added. These new stocks have diluted the sector, at least for now. Lots of good plays still out there Larry, as you pointed out. My four largest positions remain MXTR,IFLO, HLT, and DPH. Oops, I see a high tech in the bunch. <G> I also have more money in bb stocks than I usually do, although the current "flight to quality" would not normally lead one to bb plays. (If you have an opportunity, read NUTX's last 10k). Earnings reports that are coming in should help restore market jitters, but until that occurs it is impossible to make a reasonable short term prediction....at least from my point of view. Sergio

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