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

To: Paul Shread who wrote (21564)	10/12/2001 5:39:24 PM
From: Stephen	Respond to of 52237

Paul, <How much cash are MuFus holding?> Whilst its a good question, given the performance scenario I'm raising, it doesn't have to be a zero sum game ... prices may just rotate upwards as sellers only oblidge for higher prices ala 1979... if you see what I mean. Any fund that traded BRCD/QLGC/EMLX recently probably had to buy back at a higher price - even on a weak day like today. Insider buying/selling continues to be mixed ... and may have weakened since I last reported Recent buys:- CPWR, IBI, AMTD, FNSR. Recent sells:-GILD,BEAS,SCH,SPLS,SLR,RSTN,AGE,TMPW,FLEX,SLR,DELL(option related). My only comment being JBL had some sellers a few weeks ago also, so the contract manufacturers are looking a bit suspect (JBL, SLR, FLEX). Regards Stephen