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To: Dale Baker who wrote (13880)1/3/2000 4:42:00 AM
From: Dale BakerRead Replies (1) | Respond to of 118717
 
A useful link for the top 100 stocks in 1999: www2.barchart.com



To: Dale Baker who wrote (13880)1/3/2000 6:55:00 AM
From: SteeliejimRead Replies (1) | Respond to of 118717
 
An Amen to your comments re. NETP, Dale. I'm afraid it's going to go on a mo mo run which will probably keep me out this time around unless it catches its breath long enough for me to hop back in. I was impressed w/ NETP awhile ago--long before the Harmon hype (oops) when first mentioned by Briefing.com. I made some decent $$$ off it at the time, but got impatient. It turned out to be chump change compared to where it could go now. Turns out the recent price flatness was primarily due to the announced unloading of a couple hundred k shares mid-Dec. NETP actually held up pretty well under the circumstances.

I don't know who the author(s) of Story Stocks is/are, but the analyses are about the most centered I've seen on the net.

Very little hype, lots of healthy skepticism. So when a strong rec. comes down, it's something to pay attention to. Unlike CNBC, there is often time to take advantage before the herd thunders in. Sometimes the timing isn't quite right, but the Story Stock studies (oops again) are usually dead on--for either longs or shorts.

A short term short for the inevitable breath-catching on the way up might work--with an itchy "cover" finger if it starts to climb again. Also, if it runs for awhile like PPRO or ISLD--quite possible--then I suppose a ST short might make some $$$ when the mo mo peters out followed by the inevitable retracement from the peak.

ELCO is an example of a stock with a more questionable story in my opinion. It's P&D'd several times over the last couple of years. It still doesn't convince me that it's anything more than a shell compared to the other B&B's. Yet shorts looking for a continuation of the big fall back from the peak Thurs. got killed on Fri.

Should be a very interesting open. Profit takers vs. Y2K $$$ itching to get back into the market. Who will win?

Jim