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To: Lizzie Tudor who wrote (9834)	11/18/2002 2:06:57 PM
From: im a survivor	Read Replies (1) \| Respond to of 13815

yep...makes it hard to figure what to buy what to sell and when....I took over 100% profits on quite a few stocks recently, only to watch almost all of them continue much, much higher.....now, even a big dip might not get me those stocks back cheaper then when I sold...but, I felt it was best to take some profits while they were there and in turn raise my cash position to 50% or so, so I can take advantage of any big buying dips.....now, there are still several stocks I would like to buy now, at current pricing...extr, atml...but am being cautious....other stocks have run away from me and I doubt I will get them, even on a nice pullback....tough market to figure.....

To: Lizzie Tudor who wrote (9834)	11/18/2002 4:33:52 PM
From: stockman_scott	Read Replies (2) \| Respond to of 13815

Over on the JackASS porch some are already forecasting gloom and doom (and 'the big sell-off')... siliconinvestor.com I still see the glass as half-full and realize the market will consolidate and correct BUT I do not see new lows (unless we have a prolonged war, a double dip recession, or some unusual string of terrorist events)...IMO, the market may continue to go 3 steps forward and 2 steps back...We need to see clear signs that CapEx spending is firming and rebounding -- when that happens we could see a nice rally UP to some new levels on the Naz. regards, -s2