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

To: TimeToMakeTheInvs who wrote (30375)	2/2/2001 3:30:43 PM
From: im a survivor	Read Replies (2) \| Respond to of 65232

I'm buying select beaten downs that look like they have based and are showing decent support today. Also, looking to add to some that have not quite shown a bottom, but are quality nonetheless.....I'd love some more jdsu in the $30's......ntap if she sells off after earnings......sunw if she hits low $20's.....atml is she drops below $14...... also buying more gambles...some icge and cmgi and building a nice position at cheap levels. Both have some negatives, but I believe both will survive and be around in 3 years. if they hit old High's of $200, I will retire rich. If they only get back to $30, it will be a nice gain....and I do think that over time, both cmgi and icge will make it back to $30's....both are clearing dead weight....both have numerous solid companies under their belt that will be profitable.........long term outlook, I doubt either does see old high's of $200...at least not for awhile, but then again...maybe they do.....regardless, I think if your time frame is 3 years out both cmgi and icge in the $3 - $8 range represent good value and possibly very nice returns......JMOT....wonder what the low will be on naz...most expected a pullback to this level.....it will be interesting to see how low we go......