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Politics : High Tolerance Plasticity -- Ignore unavailable to you. Want to Upgrade?

To: jim_p who wrote (372)	2/26/2001 10:24:42 AM
From: ItsAllCyclical	Respond to of 23153

Got home from work very late last night. Decided I needed sleep vs posting my watch lists. Will post later tonight. It'll be pretty sad if techs can't even manage a 1-day rally post Friday's action. Consumer confidence reported tomorrow morning will be huge in determining whether or not the Fed cuts prior to it's late March meeting time.

To: jim_p who wrote (372)	2/26/2001 10:34:26 AM
From: excardog	Read Replies (1) \| Respond to of 23153

jim Pretty cheap oil here but trades not quite on Nasdaq as yet. How bout 2 times trailing: Hurricane Hydrocarbons Ltd. - Financial Results for the Year 2000 CALGARY, Feb. 26 /PRNewswire/ - Hurricane Hydrocarbons Ltd. announces its financial results for the fourth quarter and year ended December 31, 2000. All amounts are expressed in U.S. dollars unless otherwise indicated. For the year 2000 versus 1999, Hurricane achieved the following results: - Gross revenue increased by a factor of 3.4 from $155 million to $523 million - Net Income increased by a factor of 18.2 from $8.5 million to $155 million - Net income per share increased by a factor of 11.5 from $0.19 to $2.19 - Cash flow increased by a factor of 10.5 from $17 million to $179 million - Cash flow per share increased by a factor of 6.7 from $0.38 to $2.53 - Average yearly production increased by 30% from 64,470 to 84,090 barrels per day - Reserves increased by 6% to 487 million barrels, replacing 190% of 2000 production Worth keeping an eye on. IMO LOILY up a little today since I decided to buy more at $2 last night. Best

To: jim_p who wrote (372)	2/26/2001 10:50:40 AM
From: ItsAllCyclical	Read Replies (1) \| Respond to of 23153

ACTM and Semi's PE's Probably look the best out of any subgroup in tech, but of all the techs their earnings are the most cyclical and thus the most deceptive - especially when they're just coming out of the top of a cycle. I'd probably wait for the following before I bought semi's again (other than st trading): 1) About 1-2 months ago Intel said it was keeping it's aggressive cap ex plans intact. With everyone warning I'd be surprised if they didn't scale these plans back somewhat within the next 3-9 months. I'd probably wait for Intel to give new guidance in this area. 2) Wait for the computer markets to work off inventories 3) Wait for cell phone market to stablize (MOT and other's still revising #'s down) 4) Wait for AMAT to guide down more. I don't think they set the bar low enough on the last earnings report. Too many expect a v-shaped recovery. 5) Wait for 400 on the SOX - not sure if it'll get there, but quite a few techs have given back all of their gains. Wouldn't surprise me to see the SOX do the same. SOX chart (another 33% on the downside?) 207.61.23.98 The semi's are a great example on why you have to follow sectors more closely in tech. Otherwise you'd probably buy a portfolio heavily weighted in semi's right now and I still think it's too early.