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Politics : High Tolerance Plasticity

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To: Warpfactor who wrote (12291)2/7/2002 8:10:55 AM
From: jim_p  Read Replies (1) of 23153
 
Warp,

Were all with ya. My plan is to be early and start buying tech stocks when the VIX crosses 30, and be fully invested at VIX 35. If VIX 40-45 is seen, I'll use margin and turn the computer off and come back in a year.

I like SEBL, CY, KLAC, AMAT, EMC, TSM, GLW, AMD, CIEN, ONIS, JNPR and JDSU for a combination of safer tech stocks and some of the high beta techs.

Anyone have some picks they want to share for bottom fishing?

Yesterdays NG storage numbers were very bearish. OSX held up very well, XNG lost all it's gains.

Weshallsee

Jim
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