Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Cents and Sensibility - Kimberly and Friends' Consortium -- Ignore unavailable to you. Want to Upgrade?

To: CrayUSA who wrote (92245)	4/3/2000 10:10:00 PM
From: JOED3	Respond to of 108040

Blood in the streets... for sure!!! Now is the time to start buying for the LT portfolio, and making some well planned day trades and swing trades. Nothing has changed fundamentally for many of the "new" great growth companies. They are still jamming as we'll see in a few weeks. A few I'll be adding to: CSCO, SUNW, JDSU, AMAT, RFMD, INTC, NTAP, ERICY, ADCT, ITRA, and TKLC

To: CrayUSA who wrote (92245)	4/3/2000 10:44:00 PM
From: Marshall001	Read Replies (1) \| Respond to of 108040

Hey everybody.. Spent the day setting up my new PC and Watching history on the NASDAQ. I must admit, I sold some things early in the day. No losers though. Only locked in some gains that were left or sold some positions that I had picked up recently to average down. Got 2 7/8 on my NTOP gap play (thanks HMQT for the upgrade at 9:15am). Otherwise, Been sitting on about 80 to 85% cash since early March. Overall down about 7% off my highs of late February. I consider myself very lucky. I assure you it is a total fluke. I was 30 to 35 % cash not too long ago. Started selling shortly after the NAZ started sliding in mid March. One thing I want to add is that with April 17th approaching, The recent sell-off could be exagerated as folks with large checks to write got scared out. I started selling a month ago to write the check. Some may have been caught off guard. I mean look at a stock like EXLN. Totally broken. What took 6 months to build is gone in three weeks. Who knows how long it will take to recover. I feel confident that it will but how long is another story. I could show chart after chart of the same thing. I can't wait to see how it all works itself out. M