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To: paul feldman who wrote (54849)11/16/1999 6:03:00 PM
From: ItsAllCyclical  Respond to of 95453
 
(OT) Paul, it depends when you got in...FLC at 5? I'd say there were some incredible gains earlier in the year and now we're simply digesting them. I'm in this sector for it's safety and it's long term appreciation potential. I think I could find some techs that might appreciate 50-200%, but do I feel comfortable holding them overnight?

I've been into GBLX, EGRP, ATHM and DVI recently as my techs. Right now the only one that I'm buying is ATHM. For me a good portfolio (for the next 2 years) consists of 75% oil stocks and maybe 25% techs when appropriate.



To: paul feldman who wrote (54849)11/16/1999 6:43:00 PM
From: hdrjr  Read Replies (1) | Respond to of 95453
 
Paul,

Maybe I am not as efficient as you in your trading, however I have made close to 50% this year in this sector. I can assure you that I am no where close to the gains others on this thread have made. Maybe we just like to concentrate on a few industries and seek the most from returns in these industries whether the go up or down.

hdr