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Pastimes : John Dessauer's Investors World -- Ignore unavailable to you. Want to Upgrade?

To: Big Sky who wrote (2309)	10/3/2000 10:11:48 AM
From: DWB	Read Replies (2) \| Respond to of 2346

Thanks for the update... My current subscription ends in November I believe... still debating whether to renew it or not. I've also subscribed to Gilder's newsletter, and found it interesting that JD recently picked Global Crossing, which I've had for some time, and Gilder has been very positive on. But there are still the JC Penny's, Rite Aids, Cendants, and a few others to pull down the group. I avoided most of those so far... Good luck to all, DWB

To: Big Sky who wrote (2309)	10/3/2000 2:15:19 PM
From: Robert New	Respond to of 2346

Enjoyed reading your analysis. I also read the Gilder report and try to look for some common themes between his report and a couple of the others. RFMD seems to keep showing up on many of the newsletter writers lists and dipped into the shares at 31 last week. NTAP as well. Storage seems to be about the best performing sector over the past few months in technology...(e.g. NTAP, EMC, VRTS...et. al.) Also like to use technical analysis to look for a stock's bottom. Was able to pick up some QCOM in the 60 area and am watching LU closely. Seasonally we would appear to be at a good place to be buying as October 10 + or - seems to indicate the bottom based on mutual fund selling. Two years ago at this time of year I remember the mutual funds hammering LSI down to $11 and it was a steal. I too let my subscription expire as the only Dessauer stock I currently hold is ERICY of which Ive done quite well with. Also hold some GBLX from about a year ago. Good investing to you...!