Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?

To: American Spirit who wrote (20418)	2/13/2000 8:25:00 PM
From: Joe Smith	Read Replies (1) \| Respond to of 57584

One more lesson...Accept your losses and your losing periods. If you are going to play, you are sometimes going to lose. Even Rande loses sometimes <g> IT sounds like you won enough last Fall to cushion the blow for a while. It doesn't suddenly change you into some kind of idiot. You are still the same person you were in the Fall. You just happen to be holding some losers right now. Stay neutral. Fine tune your strategies. When you are stuck like this, you have time to reflect. It is time to sell aggressively when you are cheering not when you are moaning. Don't compound your mistake of being too greedy with the mistake of having low self-esteem. You will quickly become a martyr and you are too bright a light for that IMHO

To: American Spirit who wrote (20418)	2/13/2000 9:08:00 PM
From: Stuart T	Respond to of 57584

"I really thought I had a sure thing" Been there, done that, got creamed and learned my lesson. You never have a sure thing. That's why we diversify and spread our risks. I was in BEBE with you except P&F charting told me to get out in the 19's and I listened. It's debatable whether I should have been in it in the first place but I'm still learning P&F. As to BEBE, looking at everything you know about the stock today and forgetting that you own the stock, would you buy it at today's price? If you would buy it, how many shares would you buy? Don't forget to diversify. Maybe this is how you should look at it in making your decision.

To: American Spirit who wrote (20418)	2/13/2000 10:59:00 PM
From: DlphcOracl	Read Replies (1) \| Respond to of 57584

American Spirit: Some investment ideas to consider. Since you focus and track beaten-down stocks and "value" plays, you may not be tuned in to some other stocks that I think are excellent buys right now. Rather than critique your investment and trading methods, I thought it might be more helpful to list some stocks I think might be worth adding to your value picks. Note that I start with a specific sector, then list what I think are the best stocks to buy at current levels. non-PC chip stocks: While this sector has been red-hot for awhile, with several stocks (AMCC, BRCM, PMCS, TQNT) becoming overextended, there are STILL great plays in this sector. Consider: ADI, XLNX, ATML and, my favorite: TXCC. TXCC is a pure play in the "chips for telecommunications" sector and has grown year/year earnings by 145%! last quarter. It is still attractively priced and (IMHO) will be the TQNT story of 2000. wireless: A no-brainer is NOK. It is flat YTD and is the 800-lb gorilla in the wireless sector. There is really NO bad time to buy into this one. RFMD is the premier chipmaker for the wireless sector and is still a buy. Finally, PHCM is well off its 52-wk high of $175 and continues to make great acquisitions and deals (latest with NT). PHCM is the only pure play in the convergence between wireless and the internet; its Wireless Access Protocol (WAP) software makes it ubiquitous in the wireless space as it moves toward providing end-to-end solutions for Wireless Internet Access & Services. EMC: A core LT technology holding. It is the 800-lb. gorilla in a key sector (information storage technology) with no real competition in providing storage solutions to large-cap, Fortune 500-type companies. Still attractively priced (IMO). FFIV: Somewhat more risky, I recommended this one on this thread (at $110) at the same time I recommended Aether Systems (AETH) at $60. AETH has soared to $180-plus, but FFIV has dropped down to $90 before bouncing up to $98 on Friday. FFIV is a cutting-edge internet backbone company in the internet traffic and content management space with top line growth of 611%, 621% and 591% over the past three quarters. I think the risk/reward ratio is quite favorable at this level. Intuit (INTU): Also well off its 52-wk high of $90, Intuit has quietly reinvented itself. It is no longer just Quicken, but it now offers a wide portfolio of offerings with heavy emphasis on the web (QuickBooks, TurboTax, QuickenLoans). Its management has shown great flexibility in transforming it from a pure software company to a company with a wide variety of business products for the web. Biotechnology: Again, while many of these stocks have had staggering runs over the past six months and are way ahead of themselves (ABGX, CRA, AFFX, MLNM) there are still good buys in here. Consider: ABSC, IVGN, MEDI and IMNX. Hope this helps. As always, do your own DD, but some of these stocks may help diversify your portfolio effectively. Disclosure: I have positions in: EMC, NOK, RFMD, TXCC, ABSC, and MEDI.