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Pastimes : J Doe #13 Off-topic Non-Specific Tech Stock Ponderings
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To: Charlie Finley who wrote (1189)10/22/1998 10:57:00 PM
From: Johnathan C. Doe  Read Replies (1) of 1819
 
I've got you scheduled for the weekend you will be down in this neck of the woods; the whole weekend is clear so I'm flexible. I would sell SHVA immediately! Take what you can get. The bull will run out; I figure we hit 9300 on the DOW and drop off a cliff. I sure hope we do. I am hoping to clear the plate in this current bounce. AWRE will jump huge in the last half hour of trading at some point in the next several trading days. They have to figure out what happened and that takes a few days sometimes. The connection isn't being laid out for them; they will have to dig. AWRE is a manipulated trading stock; always drops hard before good developments and then bolts up. We will see. Regardless, it's a great play over time. Trading off of the 4's became the new play; I didn't have the guts; not in the market we had handed to us. I hope the market plunges again. The next time I see ridiculous go to outrageous; I'm in and in deep. I'm going to put the whole farm in play. My theories about how the techs trade is being confirmed and I've got confidence in what I'm doing. The biggest risk is not having dry powder. You have to average down in techs to make money; that is just how they must be played. I'm taking mid cap and speculative stuff here. What I see clearly is that it is rare stuff goes to zero; there is always support and then recovery in most stuff. Even WSTL which is one of the worst.
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