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Non-Tech : Invest / LTD -- Ignore unavailable to you. Want to Upgrade?

To: SJS who wrote (12893)	4/5/2000 9:48:00 PM
From: drsvelte	Read Replies (1) \| Respond to of 14427

Latest picks by our Briefing.com friends in MSN stockpicking contest... Agent MULDer Robert Walberg Print-friendly version Journal Strategy Portfolio Transactions Biography Robert investigates MULD potential -- Massive Upside, Limited Downside -- by tracking stocks in the hottest sectors of the economy. Post a message for Robert Journal: April 5, 2000 ? Sell existing position in Global Marine (GLM, news, msgs) at the market open. ? Buy 200 shares of Novellus Systems (NVLS, news, msgs) at the market open. ? Buy 100 shares of TranSwitch (TXCC, news, msgs) at the market open. ? Buy 100 shares of Redback Networks (RBAK, news, msgs) at the market open. ? Buy 100 shares of Network Appliance (NTAP, news, msgs) at the market open. ? Buy 100 shares of Ariba (ARBA, news, msgs) at the market open. ? Buy 300 shares of International FiberCom (IFCI, news, msgs) at the market open. Agent MULDer Lab Performance Round 4 $116,709.25 Lab Summary Page Web Site -------------------------------------------------------------------------------- Briefing.com Journal Entries -------------------------------------------------------------------------------- Follow every buy and sell with Agent MULDer's Transactions page. Trying to regain lost profit It's over! Yesterday's panic selling marked the end of the very painful retreat in the tech sector. It may not be straight up from here, but the path of least resistance is now to the upside. Discuss the latest trades on the Strategy Lab message board It's time to go to work and try to regain lost profit. I'm tempted to load up on call options, but that's not my game -- I'll leave that to Terry Bedford. I will focus on the battered momentum players with earnings visibility. I will also diversify a bit more than I have in the past. Here's the buy list: Novellus Systems (NVLS, news, msgs), TranSwitch (TXCC, news, msgs), Redback Networks (RBAK, news, msgs), Network Appliance (NTAP, news, msgs), Ariba (ARBA, news, msgs) and International FiberCom (IFCI, news, msgs). These are leaders All of these companies are well off their 52-week highs, exhibit strong top- and bottom-line momentum, have solid financials and strong management and (except International FiberCom) are among the leaders in their group. I will also sell all Global Marine (GLM, news, msgs) shares at the open. I still like the oils, but the opportunities like the one in the tech sector at the moment don't happen often. I want the cash. Global Marine's long-term outlook remains quite good as long as oil prices average in the $23-$25 range over the next several months.