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Politics : High Tolerance Plasticity -- Ignore unavailable to you. Want to Upgrade?

To: CommanderCricket who wrote (3556)	4/18/2001 9:06:15 PM
From: kodiak_bull	Read Replies (1) \| Respond to of 23153

CC, I hope your ears are unclogged by now. I think your instincts are right, but it's not only the Fed train you'd be stepping in front of but also the madness of crowds. Right now that madness is focused on yesterday's darlings, the techs. The madness of crowds may very well let us take a glimpse at OSX 105 before it's over, which would be time to reload. My two cents for tomorrow: it's just about time to continue selling your techs at a profit, it's too early to add any OSX positions. I like PDE sub 20, PGO back in the 7s, maybe RIG in the low 40s or high 30s. The energy crunch and crisis are not going away, although inventories and NG builds have bounced the market this week. Unless the world or a large part of it enters into an industrial recession (rather than a dot.com implosion and a tech bubble) I don't see an oil collapse a la 1997/8. I could be wrong, of course. It's happened before, and you could look it up. Kb

To: CommanderCricket who wrote (3556)	4/18/2001 9:35:45 PM
From: Warpfactor	Read Replies (3) \| Respond to of 23153

It will be interesting to tally up the portfolios after the first week of the HTP stock picking contest. Some of the tech portfolios are most certainly rocking and rolling. Unfortunately, since I was busy last weekend, I'm now having to go into historical quotes to get last Thursdays closing prices. Doing this one at a time is rather time consuming. But I plan to get an update in this weekend before embarking on a vacation to Kauai next week. Re: the Tech rally. Why do I have the feeling that the hedge fund gang is acting in concert? And this latest tech rally is just a big trap to ensnare wayward Joe Sixpacker's who had taken money off the table during the NASDAQ plunge. Perhaps 2-4 more weeks of this rally, then it's time to lower the boom. Warp BTW, PDE is looking juicy here.