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Gold/Mining/Energy : Strictly: Drilling and oil-field services -- Ignore unavailable to you. Want to Upgrade?

To: SliderOnTheBlack who wrote (64699)	4/15/2000 3:54:00 PM
From: Aggie	Respond to of 95453

Slider, hello Biotech: Medimmune (MEDI): Strong in the human genome mapping project, very highly recommended. Tech: My favorite is Texas Instruments (TXN), incredible strength and position in electronic commodity must-have components like DSP's, etc. Another is Microchip (MCHP), but it will be a bit wobbly for a while. Mon/Tues are pivotal days IMO, I'm poised to bail out if it gets much worse. My tech/biotech issues have beared up well over the course of the free fall - no double-entendre intended. Regards and Good Luck to all from the bunker. Aggie

To: SliderOnTheBlack who wrote (64699)	4/15/2000 3:55:00 PM
From: gravity rules	Respond to of 95453

Slider I bought RIMM big friday! Second largest were CSCO and AMAT. Added a little ATHM and NITE thanks to Jim L. Monday I will be fishing for a little JDSU and INTC and plan to open the day with HOFF! CCU and ESFT[look at it hard!] were also small buys for me, monster pe on ccu. AI should gap up at least 1 to 1 1/4 points monday morning. Held a big position in FLC through all this from 7's last year. Hard headed want 40! Hope Jim L post before mon open. HE KNOWS HIS STUFF! Maybe Rory will come out with some buys. Should be interesting to say the least! How about that P! Can anyone believe how it has held up! Makes one proud. Thanks SOB!

To: SliderOnTheBlack who wrote (64699)	4/15/2000 5:51:00 PM
From: Andrew Brockway	Respond to of 95453

Slider: Tech stocks. A nice niche player that deserves a look is Cymer (CYMI). Controls the DUV laser market. Andrew

To: SliderOnTheBlack who wrote (64699)	4/15/2000 6:36:00 PM
From: BigBull	Respond to of 95453

Actually Slider, the charts of the offshore and deepwater drillers (DO, RIG, PDE, FLC, GLM) don't look half bad at all. They haven't gone parabolic yet and appear to be in well disciplined uptrends. After a liitle dip here, I'll add some FLC. Maybe PDE. These stocks seem to be about midway through their moves. BTW I don't think Boom 2000 was aborted by this tech crash.

To: SliderOnTheBlack who wrote (64699)	4/15/2000 8:46:00 PM
From: sportsman	Respond to of 95453

Slider, You might take a look at COMS for a good play. In the next 6 months 1.5 shares of PALM will be to distributed to 3Com shareholders pending a tax free ruling from the IRS. At $40 a share you will be purchasing 1 share of 3Com, 1.5 shares of Palm and 3Com currently has about $10 per share in cash. A lot of value. In the biotech sector, check out SCLN. SCLN has a new drug with huge potential, just received approval in Korea. BigBull, I agree with you on Reits. I bought HR, HRP, & HPT. I have locked in a 16% dividend which appears to be safe. Many reits are trading signifigantly below their break up value. 16% isn't bad in this type of market. Good luck, Sportsman

To: SliderOnTheBlack who wrote (64699)	4/15/2000 10:53:00 PM
From: hitsoft17	Respond to of 95453

Slider, yesterday the market started to show capitulation signs and I took profits in APA, BR, and XTO (hated myself later) and bought several techs at price points I believe attractive.... -TXN will have excellent earnings Tuesday and is down around a 70 PE with a growth rate heading for 50%. Its down from a recent high of 200 to 139. I loaded about half a normal position. A full position for me is about 10% of my total holdings. Will load the rest plus some overweight next week, hopefully in the high 120s or whatever I can get. -EMC, loaded half a position at 111. Very strong growth to PE for such a leader in its field. I have held EMC on and off since it was in the teens. -ADCT loaded small position, should do well in coming months as telecom continues to grow. My first dip into this one........ -AMZN ( can you believe it?) It has long been under heavy accumulation and when they stop the outlays and start to let the cash fall through its likely a double in 6 months. Lazlo Beryini ( SP?) is recommending it and I have yet to buy one of his top picks that didn't do very well. -BPUR highly speculative outfit making a blood replacement (Hemopure) that is BOVINE based( sorry Big Bull) and doesn't require refrigeration. It is in phase three trials and is currently approved for veterinary use. The military is also very interested for preop sustainment as no typing or refrigeration is needed. Down from 50 to low 20s. -EXDS, WEB site hoster with great potential in all web areas especially those set up by traditional companies that aren't web based. Down to 4Q99 price levels -INKT, down 50% to a more reasonable price. Leader in the caching software and services field for web. -ALTR am currently still fishing for some a a lower price. I also hold a full position in AOL and WCOM as I believe they are dirt cheap give their growth potential in 1-2 years. I also am holding full positions in CMB C GLM HAL and HET. Partials in the above techs and APA BR XTO CRK. By the way, a word on HET, this is a real sleeper! Probably the best diversified gaming company around and running a PE of 10 with equivalent or better growth. Currently around 20 down from 30 a few months back. Recent "warning" was caused by them simply losing their butts at the tables in vegas ( the RIO specifically). Fundamentals are still more than sound. They are building a new hotel at their boat in Shreveport and it should shore up their weakest link. Let us all know what you think. Regards, Hitsoft17

To: SliderOnTheBlack who wrote (64699)	4/16/2000 2:50:00 AM
From: ronayre	Read Replies (1) \| Respond to of 95453

Slider, some of my must trades in the chip equipment co's.... Looking to semi's and bio's to pull NAS up again as well. When???? could be soon.. as some of the reporting times & earnings and are right on for turning this market in the next couple of days...a few left to report We'll see.....(probally eat these words) (ggg) earnings 1qtr actual----- est ----- last CREE 4/13 .26---------- .21----- .12 KLAC 4/13 .38---------- .31----- .17 NVLS 4/17 ---------- ----- .38----- .08 KLIC 4/18 --------- ------ .56----- .32 KRCX 4/18 ---------- ----- .35----- .13 TER 4/18 ---------- ----- .50----- .10 AMAT 5/10 ---------- ----- .55----- .18

To: SliderOnTheBlack who wrote (64699)	4/16/2000 2:55:00 AM
From: Warpfactor	Respond to of 95453

As an engineer here in the SF Bay Area, I've been investing in semiconductors and particularly semiconductor capital equipment companies for about 6 years. Semicaps traditionally have traded like oil sector stocks, highly cyclical. In the past, semicaps would derive most of their revenue from makers of DRAM and Microprocessors. Now these companies are selling to the communication/networking chip companies as well, as such there is belief that the cyclicality going forward will be dampened. I will also jump on the AMAT bandwagon. Look at forward earnings projections and you might conclude that value exists. You are looking at a forward PE at about 30. For a gorilla tech stock! KLAC, CYMI and PRIA all have specialty niches where they rule. KLAC is in inspection/metrology/yeild management, PRIA in Automation Systems, CYMI has been discussed before. I own all currently, though I've lightened up in recent months. KLAC and AMAT hit new highs just last Friday (Apr 7). Cymer also appears to have some value, should you choose to review their #'s. Whereas DELL, MSFT, INTC and CSCO were powerhouses for the 90's, add NOK to TXN, JDSU and CSCO for next 10 years. From Jubak to Cramer, about all have NOK anchoring their model portfolio's. Right now have 20% tech, 30% cash, 10% financial and 40% energy (APA, OEI, KEG, FLC a few others). Energy has certainly saved my butt thus far in April. Thanks to all of you for the great research, also jumped on SFS recently. Warren