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Strategies & Market Trends : The Art of Investing -- Ignore unavailable to you. Want to Upgrade?

To: Gottfried who wrote (809)	1/4/2000 9:25:00 PM
From: Sun Tzu	Read Replies (2) \| Respond to of 10713

You're right on both counts. Yesterday my 3000 NOVLs hit 42.5 today they closed under 34. And I was thinking I didn't like the way it behaved yesterday and was going to sell them before the close. But budget meetings which led to a premature death of my project distracted me from it. I had made a pact that I would not leave Asia until I missed Wall Street. Hence the extra long trip. Now that I'm back I'm finding it hard to get into the groove of it. Tommy does look like a great value, Perhaps I will buy some. Why is it falling? My electronic brain told me in late Oct. to start putting money into semicaps. I think I will still do so, though the market is obviously due for a breather. Take a look at the long term chart of KLIC. It is one of my personal indicators for the cycle. The other thing that my calendar tells me I should be on the look out for is overly jubilant e-tailers and Internut stocks that may have been shooting up too high in anticipation of a great season. I haven't looked at them yet and so I don't know if they have peaked or not. But when I made the note to myself the idea was that it was possible for them to shoot way too high and then get hit by the reality. I don't think most of them have been ready for the amount of sales they got. Nor are they ready for the amount of service and/or return merchandise that will hit them. But this is only a theory and I am all ears as to what if any fits this profile. cheers, ST