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To: SliderOnTheBlack who wrote (87433)	2/16/2001 10:56:13 AM
From: MetalTrader	Read Replies (1) \| Respond to of 95453

actually your reason for not buying is mine FOR dipping in here. in january it became clear that the new mantra for analysts was about to become, "lack of visibility". Sure enough it's #1 in the play list. Last night even michael dell declared "no guidance" because of lack of visibility. into this environment I am looking out to where visibility is greater. good companies will prevail, balance sheets are important, momentum reverses. The bottom? who knows? But from the investment perspective, 10% too early is no different than 10% too late, so I'll not split hairs on entry points for core holdings. Markets generally start to respond with a non-coincidental correlation to the economy. I'll accept I may be 3-6 months early, but the yield curve that flashed caution last february has moved to a more accomodative position. The daily, hourly, secondly noise is largely that. I Do however agree with you the valuations "earned" over the past years in technology will take more than 6 months or a year to again look compelling as earning growth slows to more sustainable levels. mt

To: SliderOnTheBlack who wrote (87433)	2/16/2001 1:54:28 PM
From: RWS	Respond to of 95453

Take a look at EGLS and SYMM. RWS

To: SliderOnTheBlack who wrote (87433)	2/16/2001 2:43:57 PM
From: isopatch	Read Replies (2) \| Respond to of 95453

OT/"stopped out of...tech - only short here" Smart tactics and an honest account of same. Techs too dangerous right now IMO also. Stops almost always work very well for me. Usually they take me out with gains like STXD yesterday but occasional losses can sometimes be a blessing in disguise. The stock usually drops quite a bit more after you're out. So you're loss is minimized. Rare occurance was a real wake-up call for me. Had a modest tech position leapfrog my stop in January! Haven't had that happen for years. Luckily just a moderate size loss. BUT... was a valuable reminder that there's NO way to control risk with stops when a stock can easily gap down right past em in an environment as volatile to the downside as this market has become. ___________________________ If the thread is reading this? Those sitting on the fence about who's making the honest posts here ought to read this one, in case they missed it the 1st time(g). ANOTHER classic from "THE WIZ" singing his cover of the show tune, "Ease on down, ease on the road", lol. The operative work of course being D.O.W.N. "It's been a very enjoyable and productive two weeks and I am in a really good mood.....Some poor slob just gave me another 2K shares of an energy stock I like. Still fishing for more..." I still can't believe this guy. He and his butt buddy Clark get creamed on their large CRK positions and he's "in a really good mood". ROFLMAO!!! La...la, la, la... While the "all powerful Oz" frantically yanks and pulls every lever he can lays his hands on to float transparent denial posts as confidently as possible while steam shoots in all directions in a sad attempt to hide the true picture from the gullible here. Slider, what's your guess on time till the repo man shows up to drive away the Q SUV land yachts and the carry out the furniture?! Maybe 4 or 5 of us, who are onto this guy, should start an over and under on # of days to REPO DAY!! Isopatch

To: SliderOnTheBlack who wrote (87433)	2/18/2001 2:29:51 AM
From: DataBits	Read Replies (1) \| Respond to of 95453

O/T - NASDAQ weakness and DOW strength - ADCT may suffer capitulation next week depending on earnings and continued sector weakness. It may be a decent time to start accumulating for long run. The NASDAQ appears to be in a bear market while the DOW remains rock solid. If one were to guess, the DOW will set a new high by spring time and NASDAQ will continue to correct another ....? ...20-30%. QQQ is what one should buy on any dip below NASDAQ 2000. The QQQ index fund was hot and will be hot again with a stronger reflection of real growth by respectable corporations. The tech washout has culled out vapor-corps and improved the strength of QQQ index. Tech growth will continue for another 2-3 years because it is that good. Meanwhile, taking your comments to heart by sitting on cash. Next week, I expect bargain hunting early on then shorting toward end of the week. Just my bits