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Strategies & Market Trends : Market Gems-Trading Strong Earnings Growth and Momentum -- Ignore unavailable to you. Want to Upgrade?

To: Dave Gore who wrote (4100)	2/8/2001 10:10:58 AM
From: Dave Gore	Read Replies (1) \| Respond to of 6445

Moving up for now. Just as I spoke we got a really nice 5 minute stick on the NQ's, let's watch. The second 5 -minute just came up and was also positive but less so. We are moving up. It all changes so fast these days. Quick little twists and turns.

To: Dave Gore who wrote (4100)	2/8/2001 10:33:45 AM
From: Lane Hall-Witt	Read Replies (1) \| Respond to of 6445

Dave: I'm keeping an eye on EMC, which is down on the MCDT share distribution, and have also picked up some ARBA and FMKT. I especially like FMKT here: nice acquisition in the direct-goods procurement space, and more importantly FMKT added Ray Lane to its Board. Yes, that Ray Lane -- the guy Larry Ellison drove out of ORCL. (Very low trade volume on FMKT, though.) The B2Bs in general are strong today. This market is just aching to move higher; it managed the CSCO news so well yesterday. I'm expecting some strength into Greenspan's Congressional testimony next week. I'm bearish on the economy -- much more so than Street analysts -- but the market looks so strong here that it's just not worth fighting.