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To: John Solder who wrote (23357)	5/18/2000 9:51:00 PM
From: Larry S.	Respond to of 53068

From 7 Bells site tonight: "Loss of CSCO leadership strikes another blow against the tech sector. Only INTC remains in decent shape as the sense of capitulation extends slowly through the behemoths of the Nasdaq 100." hardrightedge.com and: "CSCO is a sell and a short here:" hardrightedge.com OTOH: we apparently cannot have a true reversal to the upside until the giants are killed. MSFT is dead, CSCO is dead, INTC is alive, SUNW is alive. CMGI, AOL are doormats, so actually this is good. hopefully we still will be able to pay out internet access charges when the rally starts. larry

To: John Solder who wrote (23357)	5/18/2000 9:57:00 PM
From: Susan Saline	Read Replies (1) \| Respond to of 53068

>>>>Talk about funk, what is happening w/ NEON ?<<<<< the money has to come from somewhere .... many may just be tapped out ... and I haven't seen much buying/institutional type tech stocks ..... I want some cheese with my whine ..... To: Susan Slaine who wrote (35278) From: AlienTech Thursday, May 18, 2000 4:13 PM ET Respond to Post # 35307 of 35322 Okay you can shoot VNTR and USIX And HLTH and ITRA and NETA and ISLD and ENGA and INIT and and and.. You got enough bullets? To: AlienTech who wrote (35307) From: Susan Slaine Thursday, May 18, 2000 4:21 PM ET Respond to Post # 35308 of 35322 can't shoot em now they're already dead ... the market is dead I have me a bullit too ... she's my kitty meoooowwwwwwwwwww this market suc*s .... have to look for another job ....

To: John Solder who wrote (23357)	5/18/2000 10:03:00 PM
From: John Solder	Respond to of 53068

As an aside, if anyone has any bandwidth, I would be interested in hearing opinions on the Airline reservation market sector. The Sabre Group (TSG) is a spinoff holding company of AMR (American Airlines). TSG recently spun off TVLY (travelocity.com) and has a 70% ownership stake. TVLY is a leading web based ticketing E-business. TSG is a leader in providing technology to the reservation community. Most travel agents use Sabre systems as do most major air carriers. TSG also is in the business of providing technology and consulting services to other travel ralated E-businesses. Both stocks have been in a funk recently, there is a move by 5 big airlines to form their own on-line ticketing service. This action is being examined by Congress, with the backing of the travel agents, as potentially an anti-trust violation. The fed meeting is 6/22. This sector has the potential to be huge, TSG is positioned to be the Gorilla of the sector. i would be interested in hearing any/all thoughts. I do not own any TSG or TVLY, I'm watching and waiting. I would buy TSG when the picture becomes clearer.

To: John Solder who wrote (23357)	5/19/2000 6:58:00 AM
From: DanZ	Respond to of 53068

CSCO, GUMM. CSCO: It could get ugly for this stock and the Nasdaq if CSCO gets below 55. If it gets below 55, I'd be out of a hold position unless it gets back through 55 to 55 1/4 or bounces off 50. I'm not predicting that it will get below 55, but with the S&P futures down 11 points right now, it could gap below that. Other than that, I'm going to continue scalping it in my personal account. GUMM: The IQC Zone indicator turned green (buy signal) last night. It has been red (sell signal) since February 7 when the stock closed at 26, down 3 15/16 for the day. The last time that the IQC Zone indicator changed from red to green was January 7 when GUMM closed at 18. The stock peaked at the 52 week high of 36 1/16 seventeen days later. The IQC Zone isn't 100% accurate (nothing is), but it is a very reliable indicator and it's not a good idea to bet against it. If the stock pulls back, I'd expect support at the 20 day moving average (middle bollinger band) at 11 1/4. If it gets below that, there is even stronger support at about 10. I bought a little yesterday to add to what I bought earlier in the week at 11 1/8. If it dips, I'll be a much more aggressive buyer. I think that there is nil chance of GUMM getting below 10 and the upside is many times greater than that. The risk/reward of a long position is very good. The risk/reward of a short position is pitiful. I think that the forward fundamentals support a much higher stock price and the volume has dried up, making it very difficult for anyone, much less the 1.3 million shorts, to buy any size. All the bad news is out on it and the stock has been acting well. A lot of good news is on the way and there are many reasons for the stock to go up from here.