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Strategies & Market Trends : Cents and Sensibility - Kimberly and Friends' Consortium -- Ignore unavailable to you. Want to Upgrade?


To: Kimberly Lee who wrote (20876)10/28/1999 4:36:00 PM
From: Bald Man from Mars  Respond to of 108040
 
Kimmie, now I feel better <ggg>



To: Kimberly Lee who wrote (20876)10/28/1999 4:59:00 PM
From: WhatsUpWithThat  Read Replies (1) | Respond to of 108040
 
DRTN: go figure, huh? This is a hot IPO, IMO, but you wouldn't know it so much from today's action! Like all things, its time will come...and I'll be watching.

JNIC: it's starting. I'm waiting (fairly) patiently.

PVSW: agree it is much oversold, in for the general realization of that fact

ISLD: thanks again!

Feeling better today,
WUWT



To: Kimberly Lee who wrote (20876)10/28/1999 5:12:00 PM
From: gizmo&jack  Read Replies (2) | Respond to of 108040
 
Everything doubles eventually Kimberly. Now for the G&J wrap-up (for those who care; believe me this is more for me to get my thoughts straight than for anyone else to listen). Another manic day. It seems that there is a ton of cash to put to work these days so long as economic fears are allayed. I missed the ISLD run today and sold PLRX too early (for a $3 profit), but that is in tune with my new strategy. (1) Don't get greedy after a 50%+ gain. (2) No more .com. Infrastructure is where it's at.

That being said, I did dump EGAN for a $4+ profit. Not that I don't have patience, but there is nothing that will move this stock in the short-term and to be down today is a very bad sign. I just don't know what is wrong with this stock, but if its earnings, AOL contract, and total mania can't move it, what will? On the positive side, great day for CYSV and JNIC is poised to really run. Also picked up TPCS which seems very undervalued and has Morgan Stanley as underwriter. Should break 40 easy tomorrow, perhaps 45-50. AETH and RDWR came back to earth as I suspected they would. Only ISLD (and now JNIC) deserve to run like that. Wonder what AKAM will bring tomorrow. 50% cash at the end of today. Ready for a big purchase tomorrow. Anyone with ideas?



To: Kimberly Lee who wrote (20876)10/29/1999 6:51:00 AM
From: Mao II  Respond to of 108040
 
Kimberly & All: Congrats on a really fine thread that I've been reading and profiting from for the last few weeks! Yesterday was exceptional; ISLD calls outstanding. Looks like a very good continuation bet for sure. Best, M2