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

To: SecularBull who wrote (34920)	3/29/2001 10:15:11 AM
From: SecularBull	Read Replies (2) \| Respond to of 65232

BEAS getting lower. May be a screaming buy soon. ~SB~

To: SecularBull who wrote (34920)	3/29/2001 2:47:25 PM
From: stockman_scott	Read Replies (2) \| Respond to of 65232

SB: I got stopped out of most of my NVTL last week at around $5 1/4 and then it sold off even more... When I was traveling last Friday I had things set to sell when it came above $5....I like the company a lot BUT in this market the sentiment for wireless and this firm is less than ideal. In a way its a blessing I sold when I did. I had no idea they would take guidance down and most of the ANALysts were not predicting it -- of course that's what we would expect from them...=) Preservation of capital is crucial -- I have learned some TOUGH LESSONS in the last year. I now often use strict limits and am not as patient as I used to be. Of course, look how patient the large Funds are as well <G>. Last Friday I put some of my remaining funds into an optical fiber firm called Fibercore (FBCE)...It is already profitable, has good visibility, is growing at over 200%, and TYCO is the largest shareholder. I invested at $4.5/share and its over $5 -- even in this tough market. Yet, there is no guarantee with this investment. FBCE reports earnings tonight and has a conference call tomorrow morning --> the forward guidance will be crucial. When I was doing my DD I liked the fact that FBCE has very high RS and they actually did a POSITIVE pre-announcement: biz.yahoo.com Once the Nasdaq stabilizes and starts a sustained climb back up I will re-consider some of the stocks I used to be invested in (such as BRCD, INSP, NTAP, NVTL and SEBL). Right now I am holding on to some extra cash and running with a most unusual microcap stock (FBCE). Good Luck Investing. Best Regards, Scott BTW, 'good old DELL' has held up MUCH BETTER than many of the former high flyers in the tech sector...Are you LONGonDELL anymore...?