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Strategies & Market Trends : Group Therapy -- Ignore unavailable to you. Want to Upgrade?


To: Logain Ablar who wrote (1421)6/21/2000 9:34:00 PM
From: Duane L. Olson  Respond to of 4564
 
Tim, Thanks for sharing your thoughts... I'm still a bit nervous about the stability of the Naz above 4000, and would not be surprised to see a pullback to the 3900 area before attacking something more lofty. But your slightly more optimistic scenario is at least equally probable, I suspect.
I like your choices, and since I am still not 100% invested, I'll use your list as a menu for new selections -- but perhaps on a pullback, as you recommend.
CAMP has been absolutely marvelous, and the prospects for the company through the next year or so look excellent -- hope the stock continues to track with company prospects. BTW, E-Graphs, who started this thread, is the one who first recommended CAMP to me -- and it has been one of my top profit makers....needless to say, I pay attention when she makes a suggestion <gg>...
I'm wondering, even if the SC hears the MSFT case, if that will deter the Naz....getting the case resolved and letting all concerned get back to business might just be a positive.
Will be looking for your thoughts are we work our way through this rally during the "dull" summer months!
tso



To: Logain Ablar who wrote (1421)6/21/2000 10:22:00 PM
From: Duane L. Olson  Read Replies (1) | Respond to of 4564
 
Tim, For info: CYMI. CYMI is my largest holding these days, and if you are following the photolithography sector, you may be interested in a very illuminating report which came from the analytic community and turned up in the following on the CYMI thread. Message 13904919
Seemed highly worthwhile to me...
tso