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

To: Warpfactor who wrote (12291)	2/6/2002 9:04:03 PM
From: Second_Titan	Respond to of 23153

Great Buying Opportunity? Estimate the quarterly rate of change in NG production and be ready to buy any dips before Q1 2002 production data is released. Its a slippery slope leading to panic wave 2 which is on the horizon. Closed my FSAGX today for about a 40% gain since last Spring and rolled into FSESX in account with only MF options. Darn Gold bugs had at least one thing correct.

To: Warpfactor who wrote (12291)	2/7/2002 8:10:55 AM
From: jim_p	Read Replies (1) \| Respond to of 23153

Warp, Were all with ya. My plan is to be early and start buying tech stocks when the VIX crosses 30, and be fully invested at VIX 35. If VIX 40-45 is seen, I'll use margin and turn the computer off and come back in a year. I like SEBL, CY, KLAC, AMAT, EMC, TSM, GLW, AMD, CIEN, ONIS, JNPR and JDSU for a combination of safer tech stocks and some of the high beta techs. Anyone have some picks they want to share for bottom fishing? Yesterdays NG storage numbers were very bearish. OSX held up very well, XNG lost all it's gains. Weshallsee Jim