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Strategies & Market Trends : Group Therapy -- Ignore unavailable to you. Want to Upgrade?

To: country boy who wrote (1100)	4/18/2000 9:56:00 PM
From: Duane L. Olson	Respond to of 4564

CB Right...Ralph Bloch... Thanks. Today's market blew up through some o/h resistance that it "should have" pulled back strongly from. So "something' is different. My thought on the internet stocks: Have you seen any sector get more badmouthed than those? Think of all the "Dot Com" sneers you've heard lately. So, E! mentioned the sector, and I have to believe there are some tremendous bargains in that pack -- the stocks that got tarred with the wrong brush. Everybody knows AOL, YHOO, etc... so I'm looking for the little ones...and will appreciate the help. "Surviving InterNet Stocks" -- or the "SIN" list now consists of: NEON TIBX ELNK ... Additions welcome.. (Should have earnings, should not need additional financing, should be a significant player in it's niche -- one of top 3, at least)... Somebody spotted the opportunity -- check the gains on those three today... Thanks again for the feedback on Bloch... I'm adjusting appropriately! <GG> How did you do today ( with what my 26% equity did, I assume you sailed!) tso

To: country boy who wrote (1100)	4/18/2000 10:05:00 PM
From: Duane L. Olson	Respond to of 4564

LSI -- Yeah, CB, I noticed that also. LSI and VTSS both underperformed. Checking the research, I notice that both have had analyst downgrades -- here's the YHOO research page on LSI: biz.yahoo.com Best I can figure, the analyst is projecting a reduction in the rate of increase in the growth rate.... And since markets look forward, not back, we get this. On the other hand, stocks like ALTR KLIC and LTXX, the earnings momentum is actually increasing, so we get a full play out of them. Any more room to play those??? Or are we chasing.... Heck, I just sold a bunch of LTXX last week at a decent profit, in the 30's!...Now I gotta buy it at 45?!! Yarghh....I thought investing was supposed to be easier than this <G> TSO