To: FR1 who wrote (54103 ) 7/30/1999 10:30:00 PM From: Jenna Respond to
I think Franz your answer is similar to the last part of my post.. namely its the stocks that have the most to grow the RIMM's, the AUDC's, the HLIT's, the ENTU's, and I did post a lot of the same stocks you did.. In fact I base my earnings plays on just the stocks you describe. Those will be the 'intermediate holds'.. the SNDK's, the INTU'S, the CREE's,RFMD's, GLT's, even the CLEC's the CVS's,AERL's even at some point with caution the SDLI's and the SONE's. also HSAC, as I take your subject and expand it a bit. to include my intermediate portfolio (although I have churned it) stocks like ORCT, CMVT, just look at DOX, XLSW, DSET, and you can't leave out some of my favorites like AUDC and RIMM.. That is why I'm not holding the ipo's (except for an occasional STMP or PHCM) or stocks like ABOV, VVERT, CMGI for any length of time. Not until I see a real change, lessoning of explosive volatility, and some real reason to justify and convince me to hold for more than a swing trade.
