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Strategies & Market Trends : Trader J's Inner Circle -- Ignore unavailable to you. Want to Upgrade?


To: smchan who wrote (25345)1/3/2000 7:09:00 PM
From: MartinF  Respond to of 56535
 
Portfolio: TJ30 by Trader J

tigerinvestor.com

The TJ30 is heavily weighted in technology stocks, as I do believe techs will continue to lead the markets higher. But, before making the grade, each stock needs to have an angle, a niche, something that speaks to me. This could be in the form of a fundamental valuation that has gone unnoticed, a sector that should remain "hot" in 2000, or a company that is building the foundation for greater technology in the future; perhaps even a beaten up giant that is having trouble rising again.



To: smchan who wrote (25345)1/3/2000 7:27:00 PM
From: Wes Stevens  Read Replies (1) | Respond to of 56535
 
I did the same thing. Took a technical look at Linux and the marketplace and stayed away. What I did not put into the equation is how much people dislike msft and the way they do business. I think that is driving the linux craze as much as anything else.