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

To: isopatch who wrote (25755)	12/7/2001 4:12:03 PM
From: Paul Shread	Read Replies (1) \| Respond to of 52237

Iso, 70% cash (raised some more today). Out of stocks, half the longs are probably golds, another chunk is INVN and OSIS, and I'm still holding a little TYC and AA in case we hit Dow 11,000. -g- Still holding most of my INVN - I like the numbers, as I posted earlier. I think it may be in a wave 5, which means it could correct soon, but I'm not sure it's done quite yet. This may sound dumb, but if they get only half that $2 billion the FAA has to spend on bomb detection equipment - and they're likely to get more than that, plus other contracts - they could easily double again. JMHO... How are you positioned right now? Best, Paul