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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank -- Ignore unavailable to you. Want to Upgrade?

To: pooh who wrote (93447)	4/14/2000 4:40:00 PM
From: Jenna	Read Replies (3) \| Respond to of 120523

Abbey held 60% through this slaughter?!?? I'd bet you anything she is as much into cash as Mr. Greenspan which is like 98%. When 'insiders' are close to all this they are more cautious. If I can be cautious with my limited trading experience, how much more cautious will these 'icons' be? Get real.. they were out. Others who were out: all family, friends, acquaintances, their post man, newspaper delivery man, pizza delivery man (or woman), garden maintenance staff, cleaning help, and office staff. They are only tell 'you' to be calm and hold through the dips for the 'longer' term. They are scurrying along protecting themselves all the while. An experienced financial anayst (or even an amateur with a little common sense) is not that simple-minded to think they can't get in all over again, after a correction, in a 'virgin' market rather than put a band aid over a festering wound that turns gangrenous.

To: pooh who wrote (93447)	4/14/2000 11:41:00 PM
From: Scrumpy	Read Replies (1) \| Respond to of 120523

Sure. Buy several very expensive 64-processor SUNs (SUNW) which compute real-time risk exposure. If you have a $600 million dollar IT budget and an army of consultants to feed, have them whip up some Black-Scholes analytics and "Voila!" ...no problem..."Bing! You have new mail, Abby... Exposure: Insane. Recommended Action: Trim, or lose clients." I can tell you they're probably not using Omega's Radarscreen. Can you imagine the meeting she was in when she ran down her little MS Outlook task list and got to the "CNBC 1:00 pm: Mention our institutional short, but use small, monosyllabic words like "trim", "itty-bitty". I wonder if she now feels some techs are fairly valued, and will actually SAY SO.