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To: SliderOnTheBlack who wrote (86582)	2/7/2001 5:42:41 PM
From: jim_p	Read Replies (1) \| Respond to of 95453

"jim p - you just cost me $100... I bet someone via PM that you'd catch CSCO to the exact tic bottom (VBG)." Slider, You should have won that bet. I'm showing an absolute bottom of $29 7/8. I bought at $30.00 and $31.00 with an average cost of $30.50. I then sold 1/2 of the CSCO for $31.00 at the close, so my average cost is now $30.00. Close to the bottom, but not quite there. I only have a 35% position in CSCO, but on a stock like CSCO I like to average into it. Plan to buy down to $25.00 if seen. Bought MU, ACTM, SUNW, ALSC, CSCO and NANO today. I did get the exact tic bottom on ALSC, does that count? Not a bad day considering. Jim

To: SliderOnTheBlack who wrote (86582)	2/7/2001 6:12:14 PM
From: MetalTrader	Respond to of 95453

Slider, Do you HAVE to have a tech list that exactly matches mine? Today's post made me think I might have multi personality disorder and actually be you. Only one extra was ORCL and the only one missing was CREE. The issue on the best tech stocks is whether buying soon is 3, 6 or 9 months too early. It's still too early to call either the depth or length of the recession. But then that is never clear except in retrospect. The word which will hold this thing underwater is "lack of visibility." Okay, three words. Speculators (investors?) are finally realizing that monatizing concepts is a leap of faith, a faith severely tested. I don't see that turning quickly. So in the tech list I'll continue selling calls and shovelling the proceeds back in. We may have a crablike resolution to this change of sentiment...sideways for months and months. Not until 4th quarter are we going to begin seeing positive year on year comps. Only then will you see upgrades of bellweathers by major houses which will begin to salve the beaten masses. Bottom fishing ADCT since 15, liking Charter Comm, AHP and Mattel. OSX looks healthier than I expected, I thought I'd be selling at this level but indicators still look good so I am holding onto the remnants. MT