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Strategies & Market Trends : Group Therapy -- Ignore unavailable to you. Want to Upgrade?

To: country boy who wrote (968)	3/24/2000 1:15:00 PM
From: Duane L. Olson	Respond to of 4564

CB... Making good moves there... ATML did pull back under support at 59 -- maybe another run after stochastics go through the cycle. LTXX -- my baby all the way up -- gave me a good chance to buy under 34, and I blew it. Finally added a few shares above 39...and got today's pleasant surprise.. Still calling it for 60 this year. Potential improvements as a result of Internet and B2B still seem really large to me, CB. The big companies are just now getting up to speed, seems to me.....example: the big 3 auto companies. All in all, I suspect your emphasis on the semis (and related) is still the best bet, probably for at least another year. In related areas I toss in the tool-type companies, and instrumentation. I like DPMI, LTXX, VECO, PLAB, for example. Still expecting the small cap funds to be great outperformers...and I note that they are holding a lot more oil service than I had thought. Maybe they know something I didn't (but you and E! did)...<g> tso