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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Rob S. who wrote (130336)	1/3/2001 3:55:53 PM
From: tejek	Read Replies (2) \| Respond to of 1572549

The same. I played EPEX in the energy sector for some nice gains recently but am now concentrating my attention in the techs. I put in a lot of positions in semis and some beaten down network infrastructure plays. The next few weeks should be fun to have horns on your head to gore bears with. I may be wrong but I put only about a 1/3 of my investment $$$ in tech. I am worried that as soon as there is another major preannouncement, the tech stocks will drop will give back today's gains. Will continue only trading them until I see some strong bases start to form. And with the ones I bought today, they all still have good fundamentals and have preannounced that they were making their quarters.....TLGD, KEI and PLNR etc. I also called a bottom on AMZN...yeah, right, heard that one before....and bought some. I have been the biggest bear on AMZN but given that the price was at $14, fundamentals are getting better and that its retail, albeit net retail...I went for it. We will see if its a disaster or a smart move. I plan to move into the semis a little later...I just think its too soon. ted