VOLTAIRE'S PORCH-MODERATED Message Board

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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED

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To: Jill who wrote (41918)	9/17/2001 11:49:16 AM
From: stockman_scott	Read Replies (1) of 65232

Jill: Position trading can be quite lucrative... Research, timing and discipline are essential...We are in a new networked world and I anticipate that certain firms in the tech sector will BOOM as a result of last week's tragic events (look into storage, SANs, Tele / videoconferencing, security software, etc...). This morning look how stocks like EMC, PLCM, VRSN, & VRTS are doing very well -- this is not by accident...big money sees great potential for these firms now. Some of it may be emotional buying though. I wish I had more dry powder available...A software deal is closing in the next 2 weeks but I may not be able to do aggressive investing until 2002. Best Regards, Scott

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