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To: Sarmad Y. Hermiz who wrote (62708)	6/15/1999 5:09:00 PM
From: GST	Read Replies (2) \| Respond to of 164684

Sarmad -- I do think of the market and individual stocks at the same time. In a favorable market you can just look at the stocks. MSFT is a prefect example. If not for market conditions I would be a buyer here. I like what they are doing in Asia and their recent announcement on handheld communications is a major move IMO. But I will not go that way until I can see more evidence that the thick fog of complacency has been burned off. By my watch it is too early, and the visibility sucks. Money leaving the market is like the pull of a ship going down. Even the strongest swimmer will be sucked under. Nor does it matter much which end of the ship you are on -- techs on the bow, others rushing to hold the handrail on the stern. But all going down IMO. BTW, I have been thinking of changing my handle to 'sunshine' -- what do you think :-)

To: Sarmad Y. Hermiz who wrote (62708)	6/15/1999 5:38:00 PM
From: X Y Zebra	Read Replies (1) \| Respond to of 164684

But I don't care. I sell it before it gets to be high PE. Which is the main flaw in my style. I sell before the the overshoot occurs I disagree. It is not a flaw at all. I used to do the very same thing, only to later regret it, so now I am happy to take a "mid chunk"... whatever the market will give me... I have struggled with the damned thing called greed. I believe I have cured it, but from time to time it resurfaces again, not in control 100 % yet. Working on it still, but getting better every time. Your style is in fine form.