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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?


To: Uncle Frank who wrote (44038)7/2/2001 12:39:11 PM
From: Eric L  Read Replies (1) | Respond to of 54805
 
UF,

<< Do you get the feeling that technology is out of favor? >>

Still? <g>

Must confess, I peeked at my combined portfolios a few weeks back.

I won't do that again for awhile.

- Eric -



To: Uncle Frank who wrote (44038)7/2/2001 4:25:53 PM
From: limtex  Read Replies (1) | Respond to of 54805
 
UF - Its like we are becalmed after great strom and many of us manging to pick ourselves up and go over to the side of the ship to see if we can see land/ any improvement in business.

THe real question is whether there is going to be a recovery within a year or so or if the next recovery will be years away.

Actually thats it. The only question. So over to the side and keep a look out.

Best regards,

L



To: Uncle Frank who wrote (44038)7/3/2001 12:26:00 PM
From: JHP  Read Replies (1) | Respond to of 54805
 
too bad
you should have been listening to Mike Burke
he avoid all that pain
and made a killing with his longs
like DRMD ,GZTC, GZMO,etc
i will not mention his short positions were he also cleaned up!
regards john