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To: carepedeum2000 who wrote (42010)	11/22/2000 3:00:25 PM
From: rocklobster	Respond to of 57584

Personally all my chips are off the table.. I have wanted to buy my favorite stocks for about a week.." because they are so cheap" many are down 50% more just this week..Cash feels so good... Had a real hard time not buying today.. almost got faked out with the little pop on the gore news. Maybe we will see 2500 on monday..naz..? edit..I bought BRCM at 155..sold at 150 bought back at 133 sold at 128... taking a $10,000 haircut in a week has made it a lot easier to stay on the sidelines.. its at 112 right now and still dropping.. rok

To: carepedeum2000 who wrote (42010)	11/22/2000 3:02:08 PM
From: JLS	Read Replies (1) \| Respond to of 57584

2nd week of December at the earliest.

To: carepedeum2000 who wrote (42010)	11/22/2000 3:03:53 PM
From: maverick61	Read Replies (2) \| Respond to of 57584

Carpe - For now, gonna ride out the rest of the storm with the holdings I have (although I also have a lot of cash sitting on the sidelines as well - more than half ). Had seriously started to consider liquidating all remaining holdings this AM - but have put that on hold now - under the belief that we may be closer to an end in the election saga than before. Will reassess it over the weekend, as the political scene changes, and then plan a course of action for monday. Earlier, I felt we could have a long drawn out process (as evidenced by the new suits, etc). Now, with the Miami-Dade decision, and depending on the "dimple" decision tonight - we could be very close to an end as the votes won't be there for Gore no matter what. I expect we could rally hard next monday IF the sense is its over. If not, then gotta reassess

To: carepedeum2000 who wrote (42010)	11/22/2000 3:22:02 PM
From: VanScott	Respond to of 57584

Back in with both feet today and stops in place. Van.

To: carepedeum2000 who wrote (42010)	11/22/2000 3:36:09 PM
From: KevinThompson	Respond to of 57584

C2K, I did the "capitulation" thing last week. I sold out all of my long holdings. Glad I did, I've witnessed at least another 20% decline in all of them. This week I've just been trading lightly with the cash I had from selling out. But, even doing that, I'm down some more pretty good. Right now only holding some DITC that I bought and averaged down on twice. It has a PE now of around 13, and lots of potential upside from here. Best Wishes, KevinT

To: carepedeum2000 who wrote (42010)	11/22/2000 4:03:53 PM
From: dan6	Read Replies (1) \| Respond to of 57584

well, i must be both very stubborn and stupid, because i am still holding deeply underwater positions and will NEVER capitulate. (well, 'never' is a very long time...) if this means i am a very long term investor now, so be it. i'll get a 'real' job. so if you are looking for the last seller, you can cross me off the list. was 30% cash. now 50% i picked a heck of a time to learn a new trade... 8-( <g> dan

To: carepedeum2000 who wrote (42010)	11/25/2000 6:53:11 PM
From: DlphcOracl	Read Replies (2) \| Respond to of 57584

carepedeum2000: It makes little sense to capitulate and sell one's stocks with the NASDAQ at 2700-2800 -- very much like closing the barn door after the horse has left. The time to sell was with NASDAQ at 3500-4000. I guess the key question is: do you think that NASDAQ's support level is at 2500-2600 or 2100-2200? Frankly, I vote for 2500-2600, meaning that I see only 10% downside at current levels. I've learned from experience that trying to get orders executed at a NASDAQ bottom is near impossible, so I'm holding my positions and adding to them (or initiating new ones) when NASDAQ dips below 2800. I think the market HAS lost its taste for the tech stocks with P/Es of 200-1000. However, there are MANY top-tier tech stocks that have been dragged down in the NASDAQ carnage that are VERY attractively valued at current levels. Frankly, I cannot say precisely where or when these stocks will bottom and anticipate 10-15% decline in several of my new positions, while others rise 5-10%. However, I'm willing to bet that 2-3 years from now, I will make a lot of money on most of the tech stocks I am buying now. More importantly, I will also make a lot of money by not bailing out on the tech stocks I currently own as LT positions -- AMCC, PMCS, GMST, EMC, SEBL, NTAP, JDSU, etc. Do you really think that any of these stocks will not be at least 20-25% above current levels one year from now? In the absence of rampant inflation, high unemployment rate, waning productivity, major international instability, etc., nearly ALL bear markets end in one year or less. This one probably will play itself out in the next 2-3 months, bouncing between 2600-3100. I intend to ignore the daily chaos and noise, and look for attractive entry levels on my favorite tech stocks when NASDAQ is under 2800. Best of luck with your investing decisions. DlphcOracl