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

To: Warpfactor who wrote (1021)	3/6/2001 12:40:19 PM
From: jim_p	Read Replies (2) \| Respond to of 23153

Warp, I've still got a lot of red, but I'm in the black on INKT, SUNW, DELL, LSI, AMD, AVT, ACTM, ISSI, MOT and MU. I'm now 100% tech with 18% cash, and for the year I'm up now 9.1%. I was up 21.5% on 1/31/01, so I still have some catching up to do. Good luck, Jim

To: Warpfactor who wrote (1021)	3/6/2001 2:19:00 PM
From: upanddown	Read Replies (1) \| Respond to of 23153

I'm personally holding out for a more sizeable rebound. I think you are right over the next few months but the rebound could be choppy short-term. My concern is that we are really into earnings warning season this month. You have a sharp weakening in many tech sectors, the full effect of Reg FD kicking in and the threat of class-action lawsuits for even an appearance of non-disclosure. It seems likely that March will bring a long litany of tech woes and it is going to be hard to fight through that wall of worry. The other problem is that this advance is likely to attract only momentum money with the more conservative institutional money very skeptical about whether this move is sustainable. John