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Strategies & Market Trends : Dave Gore's Trades That Make Sense -- Ignore unavailable to you. Want to Upgrade?

To: Dave Gore who wrote (3327)	3/1/2002 4:07:49 PM
From: Bruce A. Brotnov	Respond to of 16631

I sold NVLS earlier this week for a couple points short term gain and put it in KLAC, which was ok, but it would have been better where it was. CCMP helped also, but been in it in account for some time. How about a repeat on Monday. <G> Maybe softechie when long today - who knows. Bruce

To: Dave Gore who wrote (3327)	3/1/2002 4:08:56 PM
From: Dave Gore	Respond to of 16631

CNBC --- "Inventories Way Down, Orders Way Up" - They were practically yelling about today's ISM number. I told this thread over and over this week to watch the economic numbers. The tech sector ignored them for awhile but finally had to take notice. It's yet another positive economic report today on Manufacturing performance. The ISM report really got things going. All these improving economic this week could finally NOT be ignored. Next week may really surprise everyone with its strength. But then again, one never knows <g>

To: Dave Gore who wrote (3327)	3/1/2002 5:26:12 PM
From: Dale Baker	Read Replies (2) \| Respond to of 16631

Just a comment on your possible holds - those who caught the bottom today were fortunate but the LT charts show lots of falling knife action since the December highs: finance.yahoo.com I wouldn't hold or buy anything new on that list without very tight stops. Lots of money was lost chasing them down to these levels. CNBC seemed determined to gloss over the 10% loss in the Naz in February - but it was literally just yesterday. We could always gap up and sink again on Monday, who knows.