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To: pbull who wrote (9508)	10/24/2002 12:38:57 AM
From: Sig	Respond to of 13815

<<More than ever, this is a stock-picker's market.>> The essence of the success we seek lies here. Not in diversification which guarantees an average return at best. and requires that the market moves up to prevent losses. Find that one ( or very few stocks) with a great chance of progress and lay it on with a trowel. Ride the wave and note that taking profits too early, as so many are doing today ( kind of forced into it) is costly In retrospect, I should have kept all the Dell, Tsco, and Ally that I ever owned. But I had too much margin on Dell ( have learned not to do that) so had to sell most. Then it became difficult for me to hold ( retain confidence) as Ally drifted down for months after the split. I knew that would happen and had sold at the split, but then bought back too soon. How was I to know the %^^&& market was going down another 40% I too impatient then and therefore perhaps still am today .I see no reason why one can not be hugely successful at this game when enough learning has sunk in Sig

To: pbull who wrote (9508)	10/24/2002 8:10:33 AM
From: Sig	Read Replies (1) \| Respond to of 13815

ooh ooh ohh: There should be some real goodies in the candy store today Bac. Viacom, K Swiss Taro Research on a stock is missleading, they seem to have already entered EK earnings ( about double what it was yesterday) in the 'Estimate' column as though some analyst had predicted it. EK has run up lately tho, so hard to tell what happens to the price today. I find it hard to believe the Nas is down- that shouldn't last long BWDIK They seem to have caught "Bubba" and his buddie , which should help a lot. Sig For LTBH, Msft is looking very good, rolling out new products in a stream now and MSN rated much better than AOL.