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To: Boplicity who wrote (7636)5/17/2002 1:55:46 AM
From: pbull  Read Replies (1) | Respond to of 13815
 
Yeah, you can see some accumulation going on in some mid-cap growth names. Not necessarily buy the dip, just some light but steady buying pressure. John Neff (from Vanguard a long time ago), knows a lot more about investing than I do, and he said that during the 73-74 bear he accumulated stocks whose earnings were growing 20 percent or more a year but the stocks were still going down. When the market turned, guess what? Yeah, he made a lot of money.
We're not going to have a market in hyperspeed, like what we had, but 25 percent, maybe better, on a lot of these names looks doable between now and Labor Day. Just an opinion, or a guess, or whatever.

PB



To: Boplicity who wrote (7636)5/18/2002 12:49:08 AM
From: pbull  Read Replies (1) | Respond to of 13815
 
I see CYMI in the sample port. Smart Money magazine (which had been pretty good until nearly everything broke down), likes that one and they like SNPS. I just finished some DD on SNPS this evening and found it as the largest holding in Kevin Landes' Tech Value fund. These look like long-haul winners if you can get a good entry point. Just another opinion from someone who is far from an expert on anything.

PB