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Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: Bill Harmond who wrote (6183)	4/6/2001 11:01:47 AM
From: 16yearcycle	Read Replies (1) \| Respond to of 57684

added small amount of onis, cien, brcd, muse and jdsu this am on the dip to about 1720..trading positions only that I will trim back on the next explosive upmove, if it is within a aweek or so and moves us toward 2000. My short term thinking here is this is the mirror image to the move that occurred a couple weeks back when we rallied on the strong consumer confidence report. We should have dropped on that report and we did starting the next day, and we should be rallying on this terrible jobs report.

To: Bill Harmond who wrote (6183)	4/6/2001 12:03:41 PM
From: 16yearcycle	Read Replies (1) \| Respond to of 57684

I have created another new economy portfolio which is my own picks from this point forward. It is similar to what we all picked in December, but I have removed some I don't personally like. There is no ebay or yhoo or aol, which I admit is silly since they are the ultimate names associated with the changes we will see going forward, but here it is anyway. I am simply trying to pick those that I think will make the most money if you invested in them now. Note that they have even underperformed the nasdaq since 4/1. siliconinvestor.com