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Technology Stocks : Jimbo's Playhouse/CPQ -- Ignore unavailable to you. Want to Upgrade?

To: Mao II who wrote (8365)	12/19/2000 4:17:29 PM
From: Night Writer	Read Replies (1) \| Respond to of 12663

M2, Unloaded the balance on one junk fund before the Fed spoke. In total made 1 year of dividends in capital gains on that fund. After the Fed spoke it dropped like a rock. Unloaded 25% of another for a slight loss after collecting the dividends. This fund had some new telcoms in it. Not good. Have some cash in th war chest now. KLIC has a buy signal. What do you think of KLIC? NW

To: Mao II who wrote (8365)	12/19/2000 5:58:51 PM
From: Jimbo Cobb	Read Replies (2) \| Respond to of 12663

Yeah baby !!!! Thanks Al !!!!! U da Man !!!! Is CMGI a BUY at 6 ??????????????????????????? Man, I think we could potentially have some explosive short-term movement off the bottom in some of the celler-dwellers in January with the tax-loss selling behind us and perhaps a little REAL help from the Fed next time.... But then again, which ones 2 buy ???? I sure don't know if CMGI will B one of 'em, but it should B good for at least a dead-cat bounce somewhere in Jan I would think..... Some of my old economy stuff (utilities, banks, etc) tucked away in the buy-and-hold port have been doing their part offset the tech wreck..... Have U been shorting the crap out of everything that smells of tech ???? Jimbo.