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To: jeremic who wrote (5421)	11/28/1999 11:52:00 PM
From: boredman	Read Replies (1) \| Respond to of 11568

I like all the companies mentioned in the last few posts totally opinion from watching and participating in them the last few years: sunw and oracle are powerhouses right now and any pullback would be brief.I think these are the safest play right now. qwst is in a trading range b/w 30 and 40 until the merger next year.great stock to hold core and trading positions which one can get in and out over a period of hours to days. I do think that there will be some sort of pullback at least 5% nearterm (next 1-3 months) this is just my strategy at the moment boredman

To: jeremic who wrote (5421)	11/29/1999 6:05:00 AM
From: JDN	Read Replies (1) \| Respond to of 11568

Dear Jeremic: Sure----Buy low, Sell high. haha. All names you list sound good to me. As a very long term holder probably matters little when you buy. But I would not make a big plunge ALL AT ONCE, especially right at the top of a major Institutional period of buying. For me, I believe in spreading it over a period of time. Sort of like Dollar Cost Averaging. But then, that is me. Of course you take the risk the stock may cost even more, but you also offsett some of the risk of buying at a high point. JDN