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To: Larry S. who wrote (22787)	3/29/2000 10:35:00 PM
From: Ron McKinnon	Read Replies (1) \| Respond to of 53068

we are starting to get some balance old profitable dull companies are coming back the generals, ge, qcom, etc are holding up fine "new" tech has had a decent fall: maybe a lot more to go, maybe not my list of "new" tech is maybe 80 stocks or so most are down 10-50% the buy list for my first leg in is getting longer did 2 today have 8-12 for tomorrow might do 20 total if this fall continues but my buy prices are low; most would say too cheap but I only like this stuff on sale if the funds continue to bail and individual "investors" on margin keep getting margin calls these wil get puked out at prices that would have seen silly just a few weeks ago let's take ISLD as an example 200 day ma is about 47 leg ins might be: 1/6--58-62 1/3--48-52 1/2--40-42 something like that if I get fills at my prices, great if not, fine, as there will always, repeat, always, be a next time hope all are doing well PS for two days in a row I held shorts overnight in my trading account, even was in margin very unusual for me good results