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Strategies & Market Trends : The Good-The Bad and The Ugly
MAGS 66.19-2.1%Nov 6 4:00 PM EST

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To: vince_lapietra who wrote (3877)11/4/2000 8:01:24 PM
From: Tim Luke   of 8686
 
for the rest of this year:

well it seems we may finally have hit bottom so i will be buying the following on dips..

jnpr
nite (if its still around;)
exds (not play..looks like clear sailing to 50 this year)
jdsu
guc
sebl
csco
rbak
cien
cmrc
arba
pmcs
mer
....

avoids:
the pc makers
retail
bio techs if gore the bore wins
internets.

......

no fed hike in the near future nor will there be a drop in rates.

trade wisely and stick with the sector leaders...avoid low float small cap stocks or ones like wcom that churn millions of shares and go nowhere

current holdings and targets:

exds...solid play now...merger selloff is done ...50 within 45 days.

nite...takeover play..45/55

covd...too cheap to pass up...also a takeover play...15+
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