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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank -- Ignore unavailable to you. Want to Upgrade?

To: SMALL FRY who wrote (84167)	2/23/2000 3:31:00 PM
From: aliveinsf	Read Replies (1) \| Respond to of 120523

SF...As you know, I am in the business, but didn't "feel" the turnaround and was scared to go back...went in heavy for semicaps when AMAT was at 50...so the run has been nice for me, but about 50% less nice than yours....sometimes you can be so close to something that you really don't see the bigger picture...that is what happened to me...but playing the earnings up and down around option time has more than made up for it. Went to SEBL expo 2000 yesterday, talked to the boys at NEON, they are very excited....looking happy and smiled knowingly when I told them I owned a few shares... SEBL has been on a tear...my largest position...oh how sweet it is...you ever get any??? Bob