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To: drsvelte who wrote (11863)2/1/2000 4:26:00 PM
From: SJS  Read Replies (1) | Respond to of 14427
 
Doc,

CSCO up 18% over the last 2 days. Amazing.

EMC, NT, NOK did NOT participate today. Strange.

You might want to evaluate adding SDLI to your portfolio, if not already there.

Frankly, I think we'll get another chance at stuff we now think we missed.

2, count 'em, 2 greater than 10% corrections in less than 1 month for the NAZ.

Rotation, Rotation, Rotation.

Steve




To: drsvelte who wrote (11863)2/1/2000 7:38:00 PM
From: SJS  Respond to of 14427
 
Doc,

Absolutely wild. I sold half my TXCC before their earnings last week for the same reason. I didn't want to be dinged.

So..

I sold half (Thursday) at 49.
Next day (Friday) went to 56ish
Day after that (Monday), it sold off to low 46ish
Day after that (today), it went back to 54.

If we only knew....

Steve


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