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Strategies & Market Trends : Piffer OT - And Other Assorted Nuts -- Ignore unavailable to you. Want to Upgrade?

To: Jorj X Mckie who wrote (37573)	6/6/2000 12:35:00 PM
From: John Pitera	Read Replies (1) \| Respond to of 63513

Yes, MRVC has moved well. They have different pieces I believe they will spin off in the coming year or 18 months. PUMA, XTND, PEB, CLRS all behaving well. OK I've got PMCS, up here at resistance... should I be selling say a 1/3 or half of it and redeploy the money either now or on the next little mkt wipe-out. If I sold PMCS I might buy some PTEN since it's almost back at it's 200 dma. RIG and SII and BR are all in my bullpen as buys at lower levels. forward PE of 17 on PTEN. I basically got out of energy the a few weeks ago, but have a buy order for BR at 36 which I's love to get, but the more that tech rallies it inspires me to sell some of my tech longs as they extend and buy some drillers, and natural gas as they go lower. I also have a couple of value stocks that are coming back down to higher lows. When tech gets cold ...money should rotate to the other themes??? John