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Non-Tech : The Critical Investing Workshop

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To: she_x who wrote (32658)	9/9/2000 4:54:00 PM
From: she_x	Read Replies (5) of 35685

any bulls out there??? i took advantage of a pullback in techs yesterday to add to some of my positions. i look forward to a strong Q3 and Q4 in the market and am extremely bullish. if anyone cares my list of positions (which i haven't had time to update on my profile yet) is: A AHAA AKAM AMAT AMD AOL ATML AVNX BALT BRCD BRCM CMGI CNXT CPQ CREE CSCO DIGL DITC ELON EMC ERICY FDRY FFIV FONX HWP IBM INSY INTC JDSU JNPR LPTH LRCX LU MOT MSFT NOK ORCL PHCM QCOM RBAK RMBS SCMR SUNW SVNX WCOM XLA YHOO i really like the semiconductor and networking stocks right now. sure wish there was a clear leader (with a glitch-proof product) in the voice recognition sector as i think that's one of the most important upcoming technologies. i think the next big tech "progress wave" will be prompted by the introduction of the bluetooth technology into a more mobile computing platform. i believe this will be a catalyst for people to upgrade. bandwidth is not improving fast enough and processor speed has surpassed most applications now (win2000 helps in commercial). we are now on the leading edge of that technology and will benefit from a quick commodization of the bluetooth technology. sony's move into the hand held device business should be big this year and will help get this technology into the consumers hands. wireless handsets and messaging devices should also be moving as fast as supply can meet demand. networking companies should be i high demand as carriers build out as fast as they can. all suppliers in these areas should see good growth going forward and should provide plenty of opportunities for making additions to your tech portfolios now. good investing. she

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