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To: Boplicity who wrote (10686)5/13/2003 5:51:57 AM
From: Sig  Read Replies (2) | Respond to of 13815
 
This Wi-Fi operation could be a reason for companies to upgrade their laptops using new chips with wi-fi capability. Do you think Csco makes the ground stations or whatever is used that costs a few $100 to to provide wi-fi capability to an area?

biz.yahoo.com

>>>The baby bull hits the ground after being born, (the easiest time to make money), then you have the move higher on littlest sigh of good news, with the remain dregs of bad news being discounted (where we are now), then you have the big guns adding the underling strength the is building, (CSCO is playing this part now), then the new IPO market takes baby steps >>>>

This market should get interesting. I have stayed clear of csco,intc, msft because of their having so many outstanding shares. But now with confidence returning and many techs still on the risky side, perhaps the money will first come into the major money makers.which appear safer bets and which the MM's will probably be pushing
out to their clients.
Many have discussed a slow recovery because earnings are not exactly healthy, but I am inclined to think that
confidence is the best clue to market performance and it can return in hurrry. Make a few major steps first up to 1700 Nas, then if all goes well another step to 1950.
As you note, good profits can be made in the early steps.
The money needed to do that should be out there, in CD's and MM funds and bonds. Companies have had little trouble selling bonds (at high interest rates) to pay for growth
That is, a step up in confidence as we have, then a period of worry about P/E's, then another step up.

I am not concerned about gold, nor worries that other countries may not be interested in US stocks, since it seems that Japan and Europe are not appealing places to invest either.
I cant see beyond Nas 2000- where we go from there will depend on how healthy or wealthy the US economy
becomes with jobs, Sars, terrorists, etc affecting things.
I dont see much value to buy and hold the Dow stocks with low paying dividends- too much trading which extracts money from the stock value and with top-heavy administrators to pay.
Money- earning techs seem a better opportunity.
Warren Buffett plays a different game, in a different ballpark.Buying cheap or undervalued companies, having stability in bad times for wealthy investors(good stocks will always come back), who cares how long it takes?
And insurance is a pretty good field to be in for long term..
There is a saying that one cannot time the market- another useless saying. Good profits demand that one time the market, its mostly what one does. It makes a wonderful selling point for brokers, like saying "Hey, nobody can time the market ( you poor loser) except for us brokers, who have the training and experience, and can put you on the right track with a diversified portfolio which will guarantee that you will never make more than a small percentage profit"
Sig



To: Boplicity who wrote (10686)5/13/2003 1:22:51 PM
From: im a survivor  Read Replies (2) | Respond to of 13815
 
....Would like to hear opinions on the following stocks. Any folks dont like, please speak up.....do like, please speak up. Trying to consolodate my stock baskets. Sold a bunch today and the following is what I kept. Do yall like these for the long term? Which ones would you lose? Which ones would you add to? Any particular stock I dont have, that you think is good long term hold? All opinions welcome

In my stock baskets, I am still left holding
AAII
COST
ERTS
GPS
HD
HDI
JCOM
KKD
LOW
SBUX
WMT

Plan on holding for the long term and need to figure out if I need to lose any of the above, add more shares of any of the above, add something I dont have listed......Thanks