Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Three Amigos Stock Thread -- Ignore unavailable to you. Want to Upgrade?

To: RCJIII who wrote (21395)	10/15/2000 8:43:33 PM
From: Sergio H	Respond to of 29382

Hi Robert. Always good to hear from you. Over the last month or two I'm doing well in my long term holdings and mutual funds, but not so well in individual stocks. Patiently looking for new ideas and to make some changes in my mutual funds. Utilities and natural gas funds have been the largest holdings in my portfolio for most of the year. I picked up CIV last week. Like the strategic changes that management is undertaking and its sector is "safe." <Are you still bullish on the disk drive makers? WDC in particular.> Yes. I like the storage sector. WDC in particular. Large block activity is still very positive. Looking for EMC's earnings to help the sector along this week. <Should be an interesting week with option expiration, lots of major earnings announcements and the Middle East as a wild card.> Not to mention short covering. Huge amount of open put contracts closing out this coming week. <...the PDAs> You're right. Everyone is buying these gadgets as the price is going down and PALM/HAND and perhaps RIMM is about the only way to play this angle. Looking for advent of 3G devices for more plays and probably will buy LU as one vehicle in this arena. Sergio