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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: Boplicity who wrote (8453)	10/18/2000 12:50:53 AM
From: Robert New	Read Replies (1) \| Respond to of 65232

Case well stated. In addition to the correction/bear market in techs some definite trends have been observed. Most obvious has been the shift from the large cap techs to the smaller and mid cap issues. I do feel as if this trend will hold in large part over the next few years and thus have repositioned my portfolio as such to reflect this change. We have seen many cases of the smaller more nimble companies taking away market share from the older/more established companies as new and emergent technologies come to fluition. IMO this will continue to accelerate in the days ahead...

To: Boplicity who wrote (8453)	10/18/2000 1:02:12 AM
From: Uncle Frank	Respond to of 65232

Greg, my Evil Twin agrees with a lot of your post, but he's only 5% of my persona, and rest of me finds some flaws in your logic. The problem is that since you're 95% trader and I'm 95% investor, we'll never be able convince one another. >> Warning, If investors want to sit on dead money for two years they are entitled to what they get. Warning, if anyone thinks they can outguess Mr. Market in the short term, they are in for a rude awakening. It's a documented fact that it can't be done on a consistent basis. Mindmeld just wrote an insightful post on the Cisco thread that addresses this very topic: Message 14604178 uf

To: Boplicity who wrote (8453)	10/18/2000 3:16:33 AM
From: mtnlady	Read Replies (1) \| Respond to of 65232

So Greg what is on your shopping list when we drop below 3000? Due to limited funds I am aiming at only my grade 'a' stars right now. SEBL and NTAP. I will wait for the market to rebound to go after my next tier group (NT, JDSU, CREE, and possibly ITWO). Speaking of ITWO.. wow.. if SEBL and ITWO ever went beyond partner status and actually merged... (day dreaming can be nice at times..). And on CREE.. You know.. I was torn between investing in SEBL/NTAP or just saying 'the heck with it!' and just tossing the money at CREE then come back a year later and pick up the spoils. I think the only thing that prevents me from doing that is I need instant gratification and I don't think I have the patience or inner strength to watch CREE possibly go all the way down to the 50's and then take 1/2 a year to recover into the 120-130-140 range again. Truthfully though.. If CREE gets down to the 50's.. can you think of another stock that is an 'easy' triple like CREE? I just have to face the fact that I don't have the patience for it... On another note.. Another sign of 'we are close to the bottom'.. NAZ troubles made for 2 articles in Time this edition.