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

To: Sharp_End_Of_Drill who wrote (9410)	10/12/2001 10:04:56 AM
From: Second_Titan	Read Replies (1) \| Respond to of 23153

Sharp - What is it that your looking for? It for me means that many sectors of tech will suffer for some time from the overexpansion. But capital investment will return sooner or later. The important "it" for me is that real earnings and traditional valuations will be were stocks will trend too. I have my ONIS still a small lot of pure speculation.

To: Sharp_End_Of_Drill who wrote (9410)	10/12/2001 12:01:33 PM
From: Warpfactor	Read Replies (1) \| Respond to of 23153

Sharp, Re: Tech: I've been accumulating LT tech position since summer. Now representing about 40% of my IRA. I've got about 20% in "trading positions". Maybe 10% energy right now. Rest cash. I will sell the trading positions but keep the LT. I'm not proud of my performance YTD (underwater right now -13%), but I'm beating the major indices at least. I also have a taxable port which is 95% cash. This due to possible home purchase in the near future. However, I'm taking a stab here and there where technicals Evidently, I am still swayed by Don Hays. IHO, the bear bottom is in. However, retests of the lows not out of the question. Warp