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Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?

To: DlphcOracl who wrote (47685)	2/20/2001 8:39:26 PM
From: ALTERN8	Read Replies (2) \| Respond to of 57584

Humor It's Saturday morning and John's just about to set off on a round of golf when he realizes that he forgot to tell his wife that the guy who fixes the washing machine is coming around at noon. So John heads back to the clubhouse and phones home. "Hello?" says a little girl's voice. "Hi, honey, it's Daddy," says John. "Is Mommy near the phone?" "No, Daddy. She's upstairs in the bedroom with Uncle Fred." After a brief pause, John says, "But you haven't got an Uncle Fred, honey!" "Yes, I do, and he's upstairs in the bedroom with Mommy!" "Okay, then. Here's what I want you do. Put down the phone, run upstairs and knock on the bedroom door and shout in to Mommy and Uncle Fred that my car's just pulled up outside the house." "Okay, Daddy!" A few minutes later, the little girl comes back to the phone. "Well, I did what you said, Daddy." "And what happened?" "Well, Mommy jumped out of bed and ran around screaming, then she tripped over the rug and went out the front window and now she's all dead." "Oh, my God! What about Uncle Fred?" "He jumped out of bed too, and he was all scared, and he jumped out the back window into the swimming pool. But he must have forgot that last week you took out all the water to clean it, so he hit the bottom of the swimming pool and now he's dead too." There is a long pause. "Swimming pool? Is this 555-3097?"

To: DlphcOracl who wrote (47685)	2/20/2001 9:09:22 PM
From: Mark Konrad	Read Replies (1) \| Respond to of 57584

Thanks, DO. I've added to some holds but have not gotten back in to some I sold at Jan's top (QQQ, JDSU, AOL, IBM, MSFT among them). Others I've swapped in and out of (JNPR, SCMR, LPTH, etc) to maintain a similar number of shares at a lower basis. Still, I've given up at least half of January's gains (and I wasn't looking too good going into January, either!). Once again, when I sold some I should've sold them all...I keep getting older and more experienced but not much wiser (or richer!). Time is as relevant as price now, imo. Techs need to find and hold a bottom long enough for traders, investors and businesses to catch their collective breaths...and that ain't happening yet. Inertia (momentum) is a powerful force even at market extremes. You were right to remain sidelined as long as you have. I like your picks and I like mine, too. Both will pan out in time and the downside keeps looking more and more limited as prices collapse! Best Regards, Mark