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Non-Tech : The Critical Investing Workshop

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To: Voltaire who wrote (14235)	4/16/2000 10:08:00 PM
From: CAtechTrader	Read Replies (1) of 35685

The culmination of our strategy is in days like these...we have been long the high quality "inftrastructure" tech companies that are printing money and short the dog meat 2nd tier cash burning B to C "dot.com" stocks...yes we took some heat on the "dot.com" stocks with NAZ at 5000 although even then many were headed down well before then...but they saved our butt..although not completely, last week..we covered all the shorts finishing Friday and are ready to plow all of that $$$ into the blue chip techs tomorrow..that is the strategy... sell the crap when it floats to high and buy quality when buried too deep..I'll bet every guy with a margin call in his portfolio sells the dog meat to meet the call and keeps the good stuff..the good stuff will rise again, the crap will have to wait for the next cycle..on and on it goes.

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