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To: Steve Casey who wrote (79703)	3/13/2001 5:56:00 PM
From: TobagoJack	Respond to of 436258

Hi Steve, no recommendations. I think the folks who try to play this market are ... (a) professionals without a choice, or (b) brave hobbyists w/ risk under firm control, or (c) gamblers who forgot how to do anything else. For what it's worth, I have got some mostly old AOL, SNE, CHL, NEM, AU, SWC, IMPAY, AAPTY, Message 15333774 and recently added some AKAM, CHU, EBAY, VOD, NTT, ... Message 15461315 and physical gold and platinum, but Message 15464160 Though my allocation % may have shifted a little bit from above summary (will update it today to see, out of curiosity), generally my overall portfolio does not shift around that much, unless I see extraordinary opportunities, else running, hiding and watching are perfectly acceptable ... Message 15481977 I think a secure bounce play is one immediately during/after a one day crash. Actually looking at MBK, as it "acted well" during the Japan tumble. Just looking and tire kicking. Chugs, Jay