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Strategies & Market Trends : Z Best Place to Talk Stocks -- Ignore unavailable to you. Want to Upgrade?

To: Kelvin Taylor who wrote (39482)	5/9/2002 11:27:48 AM
From: E.J. Neitz Jr	Respond to of 53068

An update on activity. Greetings all. I have not posted much due to the negative market recently and a trip to Florida to handle elderly parent problems etc. Anyway, a few weeks ago I started to accumulate "decimated" techs that I know and understand. Started too soon as usual, but managed to only start with 3% of account in equities. I added to positions this am and initiated two new positions. Now 7% in equities. Current holdings represent just small starting positions and they are: Amgen ADC Telecom Crown Castle Corning EMC Genentech Parametric Technology Peregrine Systems and Vitesse Semiconductor. One comment on Peregrine. I believe the recent carnage is way over-done and they will survive, but anything is possible in the current investment climate. Best wishes to everyone.