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To: HG who wrote (94895)	2/25/2000 5:01:00 PM
From: Sam Sara	Respond to of 164684

CMGI is a seasonal stock in some ways, usually runs in Oct-Jan time frame. I think ICGE might act the same way. Just speculating, of course. I caved and finally bought more biotech, MCDE, RZYM, NPSP. Still holding my SQNM. I think 2nd tiers will continue to move. HLTH needs a catalyst, so I reduced my position, since I have no idea when that catalyst will appear. It is the only player for now in that space, and eventually the market will award it a significantly higher valuation. HJ I bought some CONE, too. More PHCM as well, still holding IARC. Shoulda bought more DCLK, but grabbed some in low 80s, so I'll be satisfied with that. SCON is amazing, had to sell some at 69, still holding half. Holding those boring stocks CMRC, VIGN, VERT, TERN <g>. Weakness in Dow partially reflects continuing money flow into Nazdaq. This imbalance will correct eventually, in a most nasty fashion, but I don't think that the flow will stop for a while. Let's hope so, for the investors/speculators on this thread.