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To: Lizzie Tudor who wrote (10719)	5/24/2003 7:00:20 AM
From: Sig	Read Replies (4) \| Respond to of 13815

marketwatch.com This is the same general picture I see, including several reasons why small investors are back. I have been steadily trading for 6 years now, maybe 5 trades/day average and I hate having to do it. Seems there must be good B+H stocks out there somewhere HD?. WMT? Brka? NOC? but they are so scarce and untrustworthy Strange that Dell is one of the best for last several years, but analysts love to trash the chips and computer makers, which makes life miserable unless you look way ahead. It was to be expected tho, along with any notorious stock like Intc, Csco, that is controlled by the "mob" The problem with the thread is an inability concentrate on the right stuff so we could have some useful discussions You and I both like BEAS but as you see it has gone nowhere recently. All the good deals made by BEAS are being conteracted by continued negative comments by analysts (employed by the mob?) hehe/ And two-thirds of the techs are still trash so one has to be very selective- which has moved me over into some Reits for holding with only a few techs Each day I slowly learn to make fewer mistakes, can tell within hours or days when some occur. For example I bgt 20 calls one day on Csco and a few on Intc, realized within one day it was a mistake and sold them. Those stocks are killers for me (csco,Intc, Txn, Orcl, Sunw) and with all the shares outstanding. I lost on them in 1997 and would lose again today. So I keep saying to the Thread, dont bother to mess with them unless you are very, very good. I( also played the $10 and $12.5 calls on Jnpr twice consecutively with success which led me to buy the $15's There may be a limit here, like three times and you are out since the mo-mo has been stretched too far and its time to try a different stock. In this case I sold some of the Jnpr and switched to Fdry $15 's. These plays make investments into gambling where timing is hugely important as is the need to spend time at the game which not everyone has available If we wait for everyone to decide the market is going up then it probably will go up, but it is then also risky that one is buying too high at the peak of a minor bubble. And future bubbles will more likey be in segments, like gold, oil, retail, Reits, storage, etc. At this moment there is probably a huge bubble in bonds, which is going to help techs and others when it crashes. Maybe in gold also. The future seems to call for some vast storage increases, after looking at an MPG download for the MIkcado opera, the introduction is 7 mb, and the finale is 14 mb. To handle music plus all the photos on the Web calls for big new local storage facilities using servers with low power consumption. And even existing storage facilities may find it profitable to buy new equipment to reduce power and cooling expenses. Dell should do well in that area, along with some other storage stocks. People will find a use for those 60 +gb hard drives, and may buy new computers to get that capability. . Regards Sig . . .

To: Lizzie Tudor who wrote (10719)	5/24/2003 8:22:50 AM
From: im a survivor	Respond to of 13815

Always loved ebays biz model. But, I feel "safer" buying something like DELL right now. Still think ebay will run, if techs run, and it will run hard, but it's got some pretty hefty numbers.......wonder if amzn will make a run to $60?? I bought some amzn at $9.50 and sold at $11.....duh!!!! Same with yahoo...bought at $10 and sold at $12.50...no way am I buying those back for less then what I sold......Wish rfmd would get up off it's butt and take part in this rally......