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Non-Tech : Invest / LTD -- Ignore unavailable to you. Want to Upgrade?

To: SJS who wrote (10601)	11/16/1999 10:25:00 PM
From: drsvelte	Read Replies (2) \| Respond to of 14427

Yeah, Baby, Yeah! Oh, what a day! I have been very nervous that the market was much too sanguine about the FOMC decision -- if they raise, they're showing good forward diligence; if they maintain, yippee! time to rock. Win-win! As a contrarian sort of perspective, I was thinking a sell-off (short term) regardless of the decision. So.. I unloaded most of my trading portfolio, except for MFNX, GLBX, VRTY, and EXDS and a few recent IPO's (JPTR, QNTS)at about 2:00pm EST. Oops, I was wrong! Market seemingly shrugged it off as conventional wisdom expected. I bought back into HLIT, HIFN, and COVD. Buying in August and holding would've been a great tactical move.. NTAP 44 to 113; SEBL 50 to 124, VRTY at 44 to 95, etc. But, this is an ex post retrospective. My thinking is getting more concentrated on the following: ASP, CRM, B2B and the infrastructure hardware to do it.