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

To: ZOOB who wrote (9206)	10/22/2000 1:19:38 PM
From: mtnlady	Respond to of 65232

"Would you mind telling us what stocks you are holding at this time?" The 'core' group of stocks I follow are SEBL, NTAP, NT, JDSU/SDLI and CREE. Of these SEBL and NTAP are, what I consider, the foundation to everything in my portfolio. They also happen to be one of the few stocks that didn't take a hit during this last long market downturn. In fact they both have made new highs recently. Very impressive given the current market environment. On the other hand their PE ratios are getting pretty exaggerated .. to say the least.. That is the only thing that makes me nervous about these two. The only stock/options I am currently holding is SEBL. I will be back into NTAP at the first available opportunity.