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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank -- Ignore unavailable to you. Want to Upgrade?

To: Dave Gore who wrote (118567)	12/8/2000 5:25:06 PM
From: Jeff Jordan	Respond to of 120523

what a mess....I'm going to selectively nibble on some quality stocks and prey the US Supreme court corrects this flawed FSC ruling.... what a mess!

To: Dave Gore who wrote (118567)	12/10/2000 4:09:26 AM
From: Jenna	Read Replies (2) \| Respond to of 120523

SUNW, ITWO, CIEN.. and others I would still be comfortable shorting although I hold no positions in them. Valuation time is coming upon us in just a matter of weeks and investors are tired of losing money on companies with little to offer except high P/E...rates and revenues with little or no actual profits. I would not surprised to see a number of those you mentioned rise after one or two reversal periods. I have puts ANEN, RIMM NTIQ and will add more longs if I see a recovery on Monday. Morning weakness can perhaps provide us with good entry opportunities without the morning gap ups. If there is a flow of money into technology (especially the semiconductors).. or a trickle than its the biotechs, cyclicals, retail, health service, and drug sector that might provide further short plays. If however there is still more downside pressure, these sectors might provide further safe havens. I don't like to limit myself to 'technology or bust.. and certainly not to ...Go long or bust. We should go with the trend and sector strength.