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

To: country boy who wrote (2057)	8/7/2000 11:45:00 AM
From: Alan C. Zezula	Respond to of 4564

Hi cb, Tough call on chips. I think for the next 12 to 18 months they will be up. This week volatile, chop, chop. Hoping NAZ tests 3,900. Wed. looked like a "key reversal" day to me. I think for the time being I'll stay with SUNW, KLAC, ORCL, INTC, AND CSCO. I'm tired of bottom fishing and getting killed. LU looks dead for at least six months. I have a hunch CSCO will meet if not beat estimates by it's good ole .01, which if I'm correct will give a continue boost to the techs. All the above is JMHO do what you will with it. What strikes and months and trades are you doing now? Al

To: country boy who wrote (2057)	8/7/2000 4:04:53 PM
From: Alan C. Zezula	Read Replies (1) \| Respond to of 4564

Hey cb, So far so good. Reversal Wed. holding. EMC and SUNW looking good. Would you buy puts on IDTI if it gets to 58 - 59? 57 + 3 1/2 today. Al "bounce"

To: country boy who wrote (2057)	8/8/2000 12:59:29 AM
From: Duane L. Olson	Read Replies (3) \| Respond to of 4564

Hey, CB... Looks like it's "Al the Bounce" time!... how high we gonna run here? -- back to test that 41xx ST top?... Did you make out like a bandit on those IDTI puts?... If you're not still holding them, your timing was perfect. I dumped all the semi related stuff, but bought back some cheap LTXX and some KLIC... otherwise have all those internet stocks -- of which DCLK was good to me here. Just checking in --- have a lot of golf the next couple of weeks -- couple of buddies flying in to join the action, so I better practice up. Regards to E!, Wolf, Jim, Al Bounce/Thud, Tim... anyone else who shows up.... enjoy the summer... tso