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

To: Dalin who wrote (40229)	8/14/2001 10:50:50 AM
From: Dealer	Read Replies (2) \| Respond to of 65232

Top of the Mornin" to you Dalin.....I got another PM this morning asking me where you were......told them sometimes ya are over on Polvie's NNBM and not taking stuff to serious right now.....I guess I was right. Nice to see ya.....the market is a joke. I guess Goldman S. picked up some of the little guys money this morning. Not from this little guy/gal!! :-) Have a good one! dealie

To: Dalin who wrote (40229)	8/14/2001 1:59:47 PM
From: TimeToMakeTheInvs	Read Replies (1) \| Respond to of 65232

Hi Dalin, Was wondering where you were. Re trading - made almost $3/shr. on a CHKP long trade the last few days, but am still underwater a BRCM short (but ahead about same amount on a QCOM short) I undertook yesterday. Crazy volatility lately. Most important person in our home transitioned from tricycle to bicycle with training wheels in the last week. That's about how I feel re how my trading is progressing. tim

To: Dalin who wrote (40229)	8/16/2001 12:28:09 AM
From: stockman_scott	Read Replies (1) \| Respond to of 65232

The Great Janus Tech Dump Continues By Ian McDonald Senior Writer 8/15/01 2:04 PM ET Janus fund managers continued their exodus from favorite tech stocks, such as Cisco (CSCO:Nasdaq - news - commentary) and, well, Exodus (EXDS:Nasdaq - news - commentary), in the second quarter. That's the upshot from a Tuesday regulatory filing listing the Denver growth-fund shop's firmwide holdings. The paperwork doesn't break out which funds were buying or selling different stocks. It does offer a rare window into current tastes at the firm, whose tech- and telecom-heavy funds rode the Nasdaq bubble up to thin-air returns in 1999 but have since cratered. If we look at Janus' 20 largest tech and telecom positions at the end of the first quarter, we find that Janus managers sold shares nearly across the board. The biggest casualties were networker Cisco, server maker Sun Microsystems (SUNW:Nasdaq - news - commentary) and chip shop Vitesse (VTSS:Nasdaq - news - commentary). thestreet.com