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Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: Tom Kearney who wrote (1851)	10/3/2000 12:08:06 PM
From: mogwai8myball	Respond to of 57684

FWIW I'd rather buy MERQ than FFIV. Stock has been strong, yesterday and today notwithstanding. I think MERQ will be one of the big winners in any fall rally.

To: Tom Kearney who wrote (1851)	10/3/2000 12:42:17 PM
From: Robert Rose	Respond to of 57684

<I am gonna be unemployed the next 6 months to focus on investing, and I don't have kids. Who wants to talk about this? I want to talk about the next great stock! > I find talking about that stuff helpful. It provides context for your remarks about "the next great stock!> <g> <Because nomatter how you allocate your portfolio, the game is to pick winners AND buy and sell them at the right time.> In a market as uncertain as this one, picking winners is easier said than done. <gg> So portfolio allocation takes on even greater importance. Just me $.02. Am just so happy to be 45% cash..... Thanks for your comments, Tom. Rob