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Strategies & Market Trends : Electronic Contract Manufacture (ECM) Sector -- Ignore unavailable to you. Want to Upgrade?

To: rich evans who wrote (2280)	3/10/2000 1:01:00 AM
From: kolo55	Read Replies (2) \| Respond to of 2542

Just re-balancing the portfolio. I bought a ton of SLR today to bring the total dollar value in SLR to more than DIIG/FLEX for the first time for me. I also trimmed JBL a bit to pick up more SLR, but still JBL is my largest dollar position at the moment. I am just playing the excessive volatility... I have already picked up over 20 points on most of my flipping SLR/JBL position versus a buy and hold strategy in just the last week. I still see SLR doubling in a year, and with minimal downside from here, I get to own the best company in the business. Not a difficult choice. I just find the panic today amazing, almost as amazing as the guy on this thread who 'echoes' each of my last several twists and turns (after I announce my move, of course). Paul