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Gold/Mining/Energy : Strictly: Drilling and oil-field services

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To: parcival who wrote (65310)4/26/2000 3:01:00 PM
From: SliderOnTheBlack  Read Replies (1) of 95453
 
parcival - Bingo ! ESV is a great trader...

It makes lots of $3 moves, SII & BJS, sometimes CAM as well are great traders - IF, you've followed them daily for some time and get a rythym of the tape imo.

NTAP is a monster; I grabbed it on the intial blow of at 44 1/2 and the other day - intra day in the $48-49 range; sold some yesterday and don't like it selling off this am, but it's a must own - storage is a no-brainer niche; EMC too pricey imo - NTAP much more potential upside.

I'm partial positions only in core plays in tech, took the profits, but will not sell all out - except I sold all my PMCS - just too much of a run up - wow; it just does not make sense to me here. I have not sold any cable/wireless/telecoms however - love that niche; GBLX LVLT WCOM PRTL RCNC VYTL; have substantial position in PKTR a stock I love - manages bandwidth; picked by Kevin Landis of Firsthand funds - #1 tech fund return over 5 years as his first choice for the "next AOL type of monster growth story"...
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