To: Frederick Langford who wrote (4225 ) 2/9/2001 7:10:53 PM From: Jenna Respond to of 6445 Fred, we are not going to miss the big whopper any longer. Slowly we are getting a lot more and NOT by holding through earnings, but by researching the possibilities before the earnings for the 'creme de la creme' and than hopping on them the morning of the report or the morning AFTER. And the most important is GETTING BACK ON BOARD AFTER THE HULLABALLO is over and the stock returns to normal volatility levels. (Look at EMBT, UTSI, HYDL, RTEC and MNTR>. It wasn't apparent they would continue to RISE look at RTEC, on the watch list for ANTICIPATORY UPSWING, it moves down and promptly after earnings its up from 42 straight to 54. Now we get it when it finishes this corrective more. We already mentioned in the room today new and more intense research is going to be utilized to follow more of these and not stick with the SDLI's, the SCMR's, the FCEL's, the JNPR's solely. These are fine, but we get the real beef from swing trading and/or the multi-day moves in earnings plays that beat or the moves down (for shorting) in those that don't. You also don't have to time the market as much which leads to a lot of wasted points because lets face it, no one gets in at the bottom or out at the top, no matter what they are telling you. When you are holding the big ones, you get the beef and if you hold them long enough you can get plenty. Look only at CPKI, CECO, EDMC, COCO, EDSN. Ironically its NOT the tech sector large cap companies that are making these gains. Its mid cap and other sectors. I get about 4 e mail a day about what I think about IWOV, GLW, ARBA, SCMR.. and I wonder how come they don't ask what I think about IFIN or MONE or USPH. Simply because traders think 'they are not traders stocks'. They are dead wrong, these earnings plays have been with us for nearly 5 years and we traded them just fine. I agree that when JNPR was giving us 259% a year (1999) we tend to vacillate to the big blimps, but they are only giving us SHORTS now but we can't make money on BOTH the long and short side on them, not really (those intraday moves is not enough). Most traders barely squeeze out 1 point here and there from triple digit stocks so isn't it better to go long a CAMZ or a UTSI and have that as back up trades? I've successfully convinced the powers that be, as well and this will be the heralding in of a bona fide TECHNO-FUNDAMENTAL focus as well as a MOMENTUM FOCUS for both the watch lists (more earning plays with tracking) and the trading forum, and yes of Market Gems on SI, will also enjoy a good deal of the picks. This month has not been a month of 'holding techs through earnings' no. It was a month of knowing how to adapt to the everchanging challenges of utlizing the earnings season (which happens to last 10 months) in the most resourceful ways to get all the profit we can.