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Politics : Idea Of The Day -- Ignore unavailable to you. Want to Upgrade?

To: IQBAL LATIF who wrote (31306)	4/27/2000 1:04:00 PM
From: IQBAL LATIF	Read Replies (2) \| Respond to of 50167

Since the last post BVSN BEAS BRCM NOK and some of the key indicators are showing me some signals that are conducive and positive, since Wednesday night where I came out of my over weight positions in financials and old economy I have been treading very quietly in some of these stocks although NOK CSCO AMD INTC MSFT always remained my core positions however worth a shot at MSFT at much lower levels, I only intiate calls in a unknown market where we are at key supports out of money calls for two to three months is a save way to test waters.. I like BEAS BVSN BRCM lll VERT TEVA amongst others.. very calculated move coming out of DOW going into an oversold sector where interest rates expected rise may not impact much, if we look at MSFT balance sheet without any debt I would like that at 68 level and appreciate some position at these levels, it was in Feb I started talking about Brka BRKB hedge positions it was not until April huge moves that prove my point that we will see it as a hedge, now it may be a beginning of new investment in top calls success models.. I will like always keep you updated on this new convulated dynamic thinking of market relationships,, when I wrote my post Comp was -6 now it is plus 55 I hope to see plus 150.. by Friday close...

To: IQBAL LATIF who wrote (31306)	4/27/2000 1:42:00 PM
From: Susan Saline	Read Replies (1) \| Respond to of 50167

I did not hold the BVSN ike <sigh> was fearful of holding through earnings after the MRBA and FFIV debocle (sp) am going after the RHAT entry at 25 5/8 for a double bottom bounce here and MFNX ... keep trading into it ... trying for it's botttom also MFNX ... I believe actaully has decent fundamentals

To: IQBAL LATIF who wrote (31306)	4/27/2000 3:24:00 PM
From: IQBAL LATIF	Respond to of 50167

<<Nasdaq makes surprise recovery amid inflation gloom By Denise Duclaux NEW YORK, April 27 (Reuters) - The Nasdaq picked itself up after a key economic report pointing to rising inflation delivered a blow that knocked the technology-loaded index deep into the red early Thursday............;;>> Someone who must have read this message had no reason to be surprised....Message #31306 from IQBAL LATIF at Apr 27, 2000 10:47 AM ET <<from IQBAL LATIF at Apr 26, 2000 3:27 PM ET <<I am out of my protection, ECI was super strong but GDP was little on the lower side, weekly unemployment claims are also on the rise, coupled with lower sentiments I would assume that economy will be collared with these higher interest rates however all said we will see higher volatility, today supports of 10750 on DOW should hold if this ECI is discounted by the markets also BKX 775 needs to hold, ideally 800 plus close would be nice, I think that from these oversold levels I would like to see a shift in DOW to Comp, now this is a policy shift statementfrom oversold levels the idea that Comp and Techs would be least impacted by rising interest rates looks to me rather appealing, at 5000 on Comp I was propenent of long GT HON GE short Comp, now I will give it a twist and consider that higher interest rates may impact DOW more and BKX more than MSFT now at 68$ not at 106$, with NOK blockbuster and Susan Slaine getting her wish of why BVSN does not move I see some nice techs move here in some oversold issues that is what I am looking at, a subtle change in my emphasis and regrouping of my strategy behind the stocks which will not be much impacted by rising interest rates, considering that I was worried about these stocks more at 5000 Comp as discounted future cash flow in a rising rates would impact them now at DOt cut to half and many a nice movers cut to size it is worth looking and rethinking new strategy..>> It is things like this on a very ordinary days that I am able to make that kill with bulls eye accuracy, had it not been this thread all this evidence would have never been documented.. it is for this I like to host a big one to Idea..