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Technology Stocks : John, Mike & Tom's Wild World of Stocks
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To: wlheatmoon who wrote (1886)10/4/2000 5:26:06 PM
From: Logain Ablar  Read Replies (1) of 2850
 
Mike:

I have trimed back # of companies in port considerably (although I usually don't have more than 15). Normally in the mix are companies I "think" will do good and give good forward guidance. We'll about two weeks ago any stock with a semi bad chart was jetisoned execept for LTXX and WSTL. WSTL went last week and LTXX is gone now.

I'm only holding 5 stocks where I'm comfortable with this quarters earnings and fairly comfortable with forward guidance. CMRC, SSTI, ENTU (forward guidance can be iffy here), DRMD, NAT (no guidance this is pure dividend earning stock).

Stocks I like such as AHAA, LTXX, ASYT, SNDK, CYMI, BR, CREE, WSTL, QLGC, WIND are out till the market turns. While I think these companies will do fine technically there are some concerns & I'll wait a little longer. I like all of these companies and stocks at current levels BUT risk is hightened.

Hopefully we start a sustained rally to 4,200 for the election.

Tim
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