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

To: edamo who wrote (34316)	3/21/2001 2:26:23 PM
From: Jill	Read Replies (1) \| Respond to of 65232

Good pt about the sox index, might be worthwhile to nibble on that, smh

To: edamo who wrote (34316)	3/21/2001 2:32:38 PM
From: DiB	Read Replies (2) \| Respond to of 65232

It seems that the Naz is turning a little bit: it could be a wash today, with relatively good volume, and relatively high VIX... May be the base is near...

To: edamo who wrote (34316)	3/21/2001 3:30:57 PM
From: im a survivor	Respond to of 65232

<<i like the lower pe/consistent growth chip makers....like atml,crus intc,xlnx.....all considered based on products and business fundamentals....>> C'mon now Ed, who you think your fooling...we know very well you are secretly stocking up on ETYS,CMGI, INFO, UNDY and every other non-profitable penny stock, or soon to be penny stock, you can get your hands on<ggg> Seriously though...I am ready to add to atml, but not a penny above $7, so I may miss adding to it, although I am happy with my buys at $14, $12 and $10ish.......also want some extr, but wont pay more then $12, and even then, I prefer to see single digits...same with ntap, although I may not get either in single digits...or if naz implodes, my guess is I do.......Want some orcl too.....probably should just buy now at 14 - 15, but I am going to wait and see if she gets cheaper. What do you think of SUNW....she has looked nice in the naz carnage....pe is now reasonable, future looks bright........good products, loyal customers, nice PROFITS, although we hope they get nicer as economy improves.....1.5billion dollar share buy back and etc.....I have some ......also have 03 leaps...want more, but she hasnt dropped to my $14 buy level...plus, I'd love to grab some more of those 03 35's......man, watch those little suckers....they go up and down 25 - 75% every time sunw blinks...great trading opportunity's........anyway...looking at beaten down techs....have plenty of speculative crap..........now time to slowly and cautiously add the tech beaten downs that we know will be here ten years from now......that allenalias dude is one smart fella......I dont care if your a bull or a bear...it's the individual that counts, and allen is a class dude.....anyway, he isnt saying this could last years, only that we should be open to the fact that it could.......I think he makes sense...I hope he is wrong and we rebound...the sooner the better...but at least this past year has taught many of us to never say never...so I am staying open to the fact that the bear could hang around for 10 months or ten years...but eventually, the bear will go into hiberbation, and at that time I want companies that will not only still be here, but will be leaders and will prosper..........anyway......goodluck and happy trading.......as I said, I am loaded with seculatives...no more for now, but am looking at adding beaten down tech quality...but will wait for price to come down to me...or I'll pass.......I am not letting this market run me...I will run the market...I get my price or I dont buy, simple as that. Keith