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To: IQBAL LATIF who wrote (31986)6/21/2000 11:01:00 AM
From: Susan Saline  Respond to of 50167
 
the worst (naz) is behind now, ike ...
now I am a sit n hold on a few I got in at lows
I use to sell for the quick buck and miss the next 10 pounts
ah ... patience is a virtue ... but it's really boring

appreciate your daily updates ... even if what you have to say is not encouraging some times! Give me the good and give me the bad ... as long as it's honest :o) and it always is



To: IQBAL LATIF who wrote (31986)6/21/2000 12:39:00 PM
From: SecularBull  Read Replies (1) | Respond to of 50167
 
Do you see there being any signs of sector rotation within the NASDAQ?

I have the bulk of my holdings in telecom networks/bandwidth providers, and these guys have been under pressure for a while. There is much concern about the ongoing financing of their buildouts, which I think is way overblown.

I'm thinking that once the rotation begins, my portfolio ought to begin to be revitalized. This is not to say that I haven't seen improvement, but I think that the bulk of the gains are in a few other sectors. As profits come out of those, I expect to see some money flowing in my direction.

Thanks for your thoughts.

Regards,

LoF

PS, I recently started reading your posts, and find them very informative. Thanks.



To: IQBAL LATIF who wrote (31986)6/21/2000 5:58:00 PM
From: IQBAL LATIF  Read Replies (2) | Respond to of 50167
 
<<. The OPEC ministers agreed to increase oil production by 700,000 barrels a day, alleviating some concern over continued high prices and their affect on inflation and the economy. >> This is better than market expectations of 500,000 barrel..although shade lower than 1,000,000 required additionally by the market..