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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank -- Ignore unavailable to you. Want to Upgrade?

To: Jenna who wrote (54097)	7/30/1999 6:59:00 PM
From: kendall harmon	Respond to of 120523

Jenna the either way lady, we shall call you. I have several friends who are whizzes at shorting biotech or science story stocks like VICL today. It was a screaming short over 16 and then came the fade. I am still doing it (shorting) on paper and only occasionally with small positions since I lack the confidence and feel necessary to be effective.

To: Jenna who wrote (54097)	7/30/1999 9:53:00 PM
From: FR1	Read Replies (1) \| Respond to of 120523

. I was up all night creating a kind of visionary blueprint of where I want to see Markets in the next few weeks/months. Just curious about what conclusions you came to about immediate market trends. Personally, I think we have ups and downs all the way to Aug 24 (when AG finally does 1/4 point). Then it is a slow beginning to the late Sept rally to earnings. The only stocks I feel good about (ie stocks with a strong steady upside) are the stocks that are tied to the hardware side of broadband deployment. I figure growth here is going to happen despite interest rise, etc. All the cable businesses are at war with the phone businesses. They are both killing themselves to get as many people signed up to broadband as quickly as possible. Both sides know that the 1st person to sign up a client will probably get to keep them. That may not be good for the cable and phone co balance sheets but the guys supplying the cable and broadband electronic gear are are doing great. Therefore, stocks like HLIT, QLGC, BRCM, CMTN, HIFN and PMCS are good bets for me. What do you think? Anybody want to add to my list?

To: Jenna who wrote (54097)	7/31/1999 6:10:00 AM
From: lee kramer	Respond to of 120523

Jenna: Nice post. Some of the best trades I've made have been on the short side when the market or a stock is in a clear downtrend. I can't state strongly enough how important it is to short when it's appropriate; it's the same as buying, as you do so well, when you find a stock that offers a high-probability that it'll increase in price. Something you might try that I "discovered" many years ago. If you're thinking about maybe shorting a particular stock, for whatever reason(s), print out the chart, turn it upside down and then hold it up to a mirror. If it looks like a screaming buy, it's probably a pretty good short. We've been kinda conditioned to be "buyers", so we tend to be less comfortable on the short side, and so do it less often and do it less well. I didn't become a decent trader until I learned how to "sell" a stock that was moving up and making me money and giving me pleasure. It's like saying good-bye suddenly to a lover who you really enjoy being with. As for your comment about "loving your work"...it's SO true. (Lee)