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Strategies & Market Trends : MDA - Market Direction Analysis -- Ignore unavailable to you. Want to Upgrade?

To: dennis michael patterson who wrote (43242)	3/15/2000 11:53:00 PM
From: John Madarasz	Read Replies (1) \| Respond to of 99985

Regretfully no more EMC... New year...new portfolio<g> Just love this elon, and voice technologies have been good to me, so I'll stay with them. Went to 90% cash a couple weeks ago, so now it's the easing back in period...fun to watch too cisco, the quintessential gorilla<g>...older still means wiser in my book...Moms are the best! maybe cmgi still has another 30000% percent left in it too<ggg>...

To: dennis michael patterson who wrote (43242)	3/16/2000 1:59:00 AM
From: American Spirit	Read Replies (1) \| Respond to of 99985

Tech/Value is where I'm placing my chips. Already beaten-down high-tech and growth winners which have nowhere to go but up like; UIS at 26, ESHR at 14, LOR at 1q2, FATB at 15, ATHM at 28, IBM at 105, CPQ at 28, COMS at 55, COM at 44, etc. etc. These were going to be bigtime covery plays anyway and they sold off. Also like creamed quality retailers like BEBE. But anyway..let's see what happens tomorrow.