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To: Bill Harmond who wrote (15)5/10/2000 4:13:00 PM
From: Sonny Blue  Read Replies (2) | Respond to of 57684
 
You pick a good day to start a new thread! There is a lot of selling today, so I guess we have mucho cash on the sideline.



To: Bill Harmond who wrote (15)5/10/2000 4:24:00 PM
From: Mark Fowler  Read Replies (3) | Respond to of 57684
 
Bill i think we're close to the bottom of the trading range again and will be range bound for the most part between 3400 and 4200 until Possibly the Fed is done-- maybe in June-- some say in August? many of these stocks are looking good down here again Qcom,Cmrc,Yhoo,Arba,Rbak,Tern,Vert,Chkp,Exds,Phcm,Rfmd and Jdsu to mention a few. I want to start nibbling again on some of them. The 30 yr. yield has a measurement up to 6.4 -5 do you think it will top out there -- what do you say?



To: Bill Harmond who wrote (15)5/11/2000 12:25:00 PM
From: 16yearcycle  Read Replies (2) | Respond to of 57684
 
I do! I also added Micron again. They had most bullish presentation at the conference here. Got it at 58 Wednesday. Primary positions are: JDSU, QCOM, VIGN,CREE,AMSC,TXN,MU,SEBL,PHCM,NVLS,SAWS,TERN. Smaller amounts in 30 or so others.

The gloom here is palpable. Time to hang tough.