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Strategies & Market Trends : A.I.M Users Group Bulletin Board -- Ignore unavailable to you. Want to Upgrade?

To: JZGalt who wrote (9574)	12/15/1999 12:29:00 PM
From: JZGalt	Read Replies (3) \| Respond to of 18928

Tom, Just wanted to let you know I've been adding more VTSS during this weakness. Not sure why they think capacitor shortages at Solectron translate into problems at these communications chip companies, but... One heads up I'd like to give the group. Although these stocks are up in the stratosphere, if you have no exposure to the area, I would strongly suggest that you use any weakness between now and the end of the year to buy some. The analysts have all written their end of year analysis, but have not yet established the "rosy" picture for 2000 and beyond. That coupled with a burst of 401k cash will push these stocks higher from any temporary weakness we are seeing now. For example, remember JBL in the late summer? Unreasonable expectations in another industry and a slight slowdown in the way things were shipped and JBL went from low $50's to low $40's. Once that irrationality cleared and the group became in favor, the price moved sharply higher into the low $70 in a relatively short period of time. I suspect we will see the same effect in January with communications chip stocks, but the magnitude will be less percentagewise because these stocks are not as cheap as JBL. Just a thought. Do your own homework, but buying name brand companies that are beaten down via profit taking and stupidity is a great way to make money in late December thru mid January. ----- Dave

To: JZGalt who wrote (9574)	12/15/1999 3:52:00 PM
From: OldAIMGuy	Respond to of 18928

Hi Dave, So with three weeks off about 10 times a year, we'll still end up with about 7 months off. I'll take it! :-) I don't think my buying and selling patterns are that different. I could check my brokerage statements to see just how many buy and sell trades occur in each month of the year. That might be the easiest way to see if there's a statistical correlation on a monthly basis. AIM being a contrary program, I'd guess my buys would coincide with the worst average months and the selling with the better ones. Best regards, Tom