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Strategies & Market Trends : Z PORTFOLIO -- Ignore unavailable to you. Want to Upgrade?

To: Ron McKinnon who wrote (3282)	9/28/1999 4:32:00 PM
From: Paul Moerman	Respond to of 11568

Thanks Ron, no offense taken! :-) I've been lurking long enough where I should have known anyway, but I'm old enough that I don't remember stuff as well as I used to. <g> Anyway, I got my original idea for NEON here and have been trading it pretty successfully this summer - fortunate to have missed the big gap down. At the Z's purchase price of 19 3/16 (I could have waited and saved us another half point, but didn't) I think we can easily make 2-5 points in a halfway decent market environment. I'm really nervous about a selling climax to this correction still ahead, though. There just doesn't seem to be enough fear yet to have had the necessary capitulation of the bulls. I think the odds are high we could see it in early October, unless the FED sends signals it will definitely not raise interest rates at the October FOMC. Does anyone else here feel the same way? Maybe we should consider raising the Z's cash position a little, in anticipation of such an "opportunity"? Thanks for welcoming me.

To: Ron McKinnon who wrote (3282)	9/28/1999 10:58:00 PM
From: Larry S.	Read Replies (2) \| Respond to of 11568

sold Z's RAD 12 7/8 for nice gain, it ran to 14 1/2 eod. oh well, wish susie had taught me better about patience. something is up with that stock, think this is just a trading rally, but think has some more legs. aol going bonkers, think this is the beginning of a huger move, back to 140-150 or higher. athm - dead meat, imo cmgi - new strategy should propel a lot higher airlines suck novl sucks fon a gimme on wcom takeover, ... maybe good luck all. do your own dd. larry