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

To: energyplay who wrote (6963)	8/25/2001 11:47:19 AM
From: JHR	Read Replies (1) \| Respond to of 23153

Decided to get out of SEBL and CTXS yesterday for a wash. Lost on SEBL and made about same amount on CTXS. I think SEBL will go down with Funds tax selling into October. Plan to get back in then if that happens. If not just another screwup. Going out of the country for a couple weeks in Sept and didn't want to be sitting on those two at that time. Hindsight says should have dumped SEBL as soon as they came out with the bad news a few weeks ago, but what the hell, I like the company and though they might weather the storm. Hoping for a dip in PENG and KWK by departure time to cover my shorts there. Home builders are hard to call. Interest rates are a plus. Year to year comps are going to be hard to beat, and unemployment has to hurt. In Austin where I live, the existing home sales are definitely in a slump starting about two months ago. However that follows incredible sales and inflated prices of the lasy 18 months. 17000 layoffs since Jan 1 seems to finally be having some effect. Not sure the Austin market is a good national barometer though. Enough rambling. Have a good weekend.