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To: Sig who wrote (10720)	5/24/2003 8:30:46 AM
From: im a survivor	Read Replies (1) \| Respond to of 13815

<<Seems there must be good B+H stocks out there somewhere HD?. WMT>> If your looking long term and want some diversity away from techs, I think wmt and hd are good one's. Dont think either faces bankruptcy...numbers look good on both, and this is with consumer spending waaay down. Regardless of what happens in the world, people are still going to need the products that WMT ( and their affiliates like sams club and etc) and HD sell, so long term, I like both. Boring, but I think safe to a degree. Also look at Fundamentals on AAII. Great looking numbers and news coming from community, and has alot of room to grow. Chart on JCOM looks very nice. I keep thinking it got ahead of itself, but it keeps going higher. DUK looks solid since it bounced off it's lows, and you can't help not like such a hefty dividend. I love BEAS also, but kind of wonder why she stalled during the rally, but am still holding her.

To: Sig who wrote (10720)	5/24/2003 3:00:28 PM
From: Lizzie Tudor	Respond to of 13815

how about yahoo as the perfect LTBH stock? There is nobody out there to really challenge yhoo, they are immensely profitable, just off the top of my head I can imagine hundreds of ways in addition to what they already do where they can make money being the #1 online destination. Something along the lines of the way they host turbotax for online filers at tax time. Yahoo gets some kind of cut I think and intuit wins because they don't need to process so many transactions through different sources. Things like that. On the options front Semel has already stated that he is curtailing options (I'm sure all the companies that issue large options grants will do this shortly anyway whether expensing is enacted or not). Anyway yhoo is my b&h pick for now. I like beas but thats a niche product, no different than buying jnpr or fdry really, you have to time them. BTW my feeling is that this options issue as a bearish argument is wearing thin. A good play might be to buy stocks in the companies that are crying loudest about expensing- Cisco for example, companies that use options a lot, then when expensing comes into play Cisco will simply stop issuing options and manage... that will be that, Cisco stock will go up. I am not in favor of options expensing and I think it will be terrible for US industry if options are not used liberally for mid-level tech employees like engineering staff. But any fallout will happen 10 years from now, not today. In the near term, companies like Cisco that have to cut off options will be perceived as better investments by pros etc. if they stop issuing grants.

To: Sig who wrote (10720)	5/27/2003 10:11:49 AM
From: im a survivor	Read Replies (1) \| Respond to of 13815

...Question to all - I have some Trip Q's. Just thought it was a good way to get diverse amongst the techs, as it normally follows the Naz average. However, I know there will be tech stocks that far outperform the naz average, and was wondering yalls thoughts. Would you stay safe and keep the trip Q's, or would you lose the trip q's and trade them in for a particular stock, and if so, what stock do you think will outperform the averages? I'm not unhappy with the trip q's, as I have some profit, but it is weighted down by 100 stocks, so even when some do well, others can hold her back. Meanwhile, I do notice alot of stocks making much larger % upmoves then the trip Q's, so I am trying to figure whether to trade the trip q's in for 1 stock that has an excellent chance of outperforming the naz, or being safe and just holding the trip q's. Thanks for all opinions.......