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Strategies & Market Trends : Stock Attack II - A Complete Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Jan Crawley who wrote (19404)	9/19/2001 8:27:25 PM
From: Stephen	Read Replies (1) \| Respond to of 52237

Jan, I've seen large blocks bought and sold, so there's obviously some larger money rejigging. Of the blue chip large cap techs, its the one I like most from a fundamental standpoint but at this point I'm not sure whether its still overly owned or not. I also trust their accounting methods more than SUNW or CSCO et al, even if their margins are under threat because of increased competition. I still suspect their products and services are superior .... I agree - though I'd actually rather own EMC at 12 than CSCO at 8 as I think the upside is probably greater - bwdik. I don't have an exit target yet as it depends on the market. I think we might trade around here for a day or two but think (and hope) we've put in a bottom for now. As always, time will tell. I am currently long but expect to get longer over the next couple of days unless I see something I don't like. Good luck to us all - it would be nice to think that all the people who bought for patriotic reasons would gain some benefit ... and when I look at the shorts I wanted but wouldn't trade this week .... well ... its only money I guess .... Best regards Stephen