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To: pbull who wrote (2342)6/22/2001 10:11:54 PM
From: stockman_scott  Read Replies (2) | Respond to of 13815
 
<<the fundamentals will never be what they once were, and so the conviction of the investor will never be what it once was.>>

pbull: You bring up some interesting points about the tech sector...I don't ever like to say NEVER but in this environment I am NOT holding tech stocks long term. I have been ramping up my position trading in tax protected accounts. If the Fund Managers and large institutions don't seem to be making LONG TERM commitments to tech stocks then why should we? My strategy is flexible and I remain very opportunistic in this environment that we are in. IMHO, 2002 may be a MUCH BETTER year for the tech investors that like to hold on to their high quality market leading stocks.

Enjoy the weekend.

Best Regards,

Scott