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Technology Stocks : SDL, Inc. [Nasdaq: SDLI] -- Ignore unavailable to you. Want to Upgrade?

To: Wyätt Gwyön who wrote (1074)	4/1/2000 11:53:00 AM
From: Guy Gordon	Read Replies (1) \| Respond to of 3951

OT: VIGN -- Ouch! Right now I'm out of all stocks that don't have positive earnings and real growth. (Except for a few biotechs.) This is not the market to be holding speculative stocks. That said, the ones I am holding all have huge PE's, so I don't feel all that safe. JDSU, SDLI, PMCS, AMCC, etc. I thought EMLX would stay up there, but the market proved me wrong, and who am I to fight the market? I still don't know why EMLX is falling. It looks like there are two types of stocks right now. Those that bounced, and those (like EMLX, CREE, ANAD) that didn't. Any ideas about what separates the two? It sure isn't just earnings, as all these stocks have good earnings.