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Non-Tech : PSUN A new breakout at $30+! -- Ignore unavailable to you. Want to Upgrade?

To: E. Graphs who wrote (1481)	9/7/1999 7:06:00 PM
From: Wolf 2	Read Replies (1) \| Respond to of 1622

E!: Wow--What's happening? Can all of this pain be related to slower overall retail sales? Seems a bit excessive to me at least as far as PSUN is concerned. SSS were a touch lower in August but still not too shabby. Maybe it's time to go fishing again. Whatcha think, O wise one? (and I have read your 'warning'<gg>) Regards, Wolf

To: E. Graphs who wrote (1481)	9/8/1999 8:49:00 PM
From: Duane L. Olson	Read Replies (1) \| Respond to of 1622

E! Right on -- lots of negatives, all of a sudden...seems to me, they have to reflect some kind of real world situation that isn't all that clear at the moment... One possibility: Aside from technology, sectors across the broad spectrum of the markets are negative... and retail has looked worse than average of those sectors, short-term, at least.. If PSUN is held by a large number of funds -- for whom performance is a matter of survival-- then the weakness in the retail sector itself would dictate a lightening up on PSUN by the go-go fund managers, wouldn't you agree?.... but I am having trouble squaring that theory with the Ann Taylor performance during the same time frame.... unless there was a share exchange--sell one, buy one... beta.iqc.com Fortunately, the small loss in PSUN as we dumped at 24 and change was far offset by action in the tech holdings, including the huge gain in CAMP, a resumption of the LTXX run (I bought still more while it was dragging) and several others... THANKS!! again for the AMKR and the CAMP!! CAMP continued the run today, as you likely noticed.... where does it end? How are you going to play the re-entry into PSUN? -- I'm cautious, even though it looks like a turn ( on the 60-min stoch, at least)... But PSUN has been a spectacular money maker for me...and I'd like to continue owning it... What have you been doing to beat the "stock market blues" lately? For me, as you know, it is golf and more golf...although that took back seat for a week or two here also. Had a nice round today, however, and took all the money --- must have been close to twenty bucks from my best buddies. Better than making a couple $k in the market. <GG> tso