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

To: westpacific who wrote (92740)	4/4/2000 2:49:00 PM
From: Smart_Money	Respond to of 108040

The quick pop was soft money trying to make a buck. The quick drop was long term holders holding hard money. The market has the flu and is really sick.

To: westpacific who wrote (92740)	4/4/2000 2:58:00 PM
From: rwnewmed	Respond to of 108040

West fwiw, nygren runs the oakmark select fund, they don't have a tech fund. His top holdings are:USG Washington Mutual, U.S. Industries, Dun & Bradstreet, First Data, Weatherford International, Reynolds and Reynolds, Chiron, Times Mirror Company, Liz Claiborne, and the like.

To: westpacific who wrote (92740)	4/4/2000 2:59:00 PM
From: SouthFloridaGuy	Read Replies (3) \| Respond to of 108040

West, my mentor at BSCO once gave me these rules: 1) Speculative sector falls (biotech, b2b, wireless, etc). 2) Perpetuates panic selling in large cap names (CSCO, ORCL, etc), as people try to conserve "profit." In the meantime, people thinking that stocks are "cheap" come in only to get their asses kicked further. 3) Speculative stocks get crushed further due to blue chip names falling and margin calls... 4) Blue chip names reverse, carry market up... a) Stocks begin to fall again, but a bottom is confirmed... 5) Slow rally... 6) Fast rally... 7) Mania, Euphoria... 8) Go back to step 1. Right now we just started Step 2.

To: westpacific who wrote (92740)	4/4/2000 3:01:00 PM
From: If only I'd held	Read Replies (1) \| Respond to of 108040

True, but still way too broad. When are these wimps gonna say what they are doing? I just want everybody on this thread to remember that the analysts are your enemy in the future. Just don't forget it. Fund managers....well, they are a desperate bunch of fools in my opinion. Somebody needs to tell these people....look, you manage your funds....we'll manage ours. You all need to quit watching CNBC, reading biased articles, and quit listening these so called analysts and their opinions and foollow your own hearts. Most everybody on this thread is smart enough tto know when a stock is overvalued or undervalued. Do what YOUR hearts tell you to and stop worrying about what these analysts are saying. They aren't paying your bills......you are.