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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: FR1 who wrote (33185)	3/13/2001 7:54:28 AM
From: edamo	Respond to of 65232

fr1....i try to look at companies that have the ability to turn a profit every quarter. those with cash on their balance sheets, and strong management. i like semis, they are out of fashion as is most tech, but about all we use from appliances to toys to autos are rife with chips....i doubt technology is at its limits and we will be static in new product development....semis i like anything that meets the above and has or is testing earlier lows...never knew why glw enamored so many, as the bulk of its sales are in unfinished product(optical grade glass fiber), if the cable makers have weak markets, then demand dries up for glw raw material....jdsu has to absorb recent sdli....csco will more then survive.... if you are not on margin...putting new or sidelines cash into the market now is prudent...maybe not all at once, but lowest relative risk in issues that are stabilizing...watch those that move up on heavy volume, and down on light volume.....we are reaching a supply/demand point in certain issues...most of the higher price inventory has been sold, and now lower share price inventory is trying to set a base price....too many high pe's still in free fall...the posted "easy money" buy/writes in extr and avnx prove this out.... good luck, gets worse before it gets better? wall of worry growing....the "market" was headline news on the local stations yesterday and today..... ed a.