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To: Sig who wrote (10837)	6/23/2003 12:16:52 AM
From: pbull	Read Replies (1) \| Respond to of 13815

Evenin' Sig, thanks for the feedback. Like you, I'm not in the mood to chase anything right now, and I actually think we're going to get a mini-correction, "sell on the news," within a day or two after AG cuts rates this week. Smart Money magazine, for the first time in at least 4 years, has some worthwhile reading in its latest issue. Their question is the same as ours, do we take profits now? My gut feel is the microcaps have had a nice run and will be the first to tank in any pullback, so yes, I would be inclined to lock in gains there. But among the more-seasoned companies, no, I would stand pat and absorb a 10 percent correction. That's only a guess, of course. In the real world, I've noticed heavy truck traffic on Interstate 44 and asked my ex-father-in-law this weekend how trucking is doing. He is a long-haul truck driver, and he said yes, things have been picking up and sales of new over-the-road tractors were up 12 percent last quarter. While not a boom by any means, it marks the reversal of a 3- or 4-year downtrend. For what it's worth. PB

To: Sig who wrote (10837)	6/23/2003 12:32:03 AM
From: pbull	Respond to of 13815

Smart Money has an interview with some guy named Michael Dell (who?), and he says there is no post-PC era, that the PC is here to stay and his company continues to take market share. Plain enough? I thought so. PB

To: Sig who wrote (10837)	6/23/2003 12:54:52 PM
From: David Weis	Read Replies (2) \| Respond to of 13815

RE: lists Sig. I noticed that CNBC were on both lists. What gives? Thanks, David These have been on my lists for quite a while and will keep them there for a while- I own 12 of them AGI AMZN ARIA ASKJ BDY BEAS BRCM CNBC COH CR DELL DISH EBAY FDRY FDC FR GAC.TO IGT JNPR KRT LXP NFI NXL PEI PETM PMCS PULB QQQ RCII RPT SFI SIGM TMA TSCO YHOO YUM The following IMO are not worth bothering <cut> ATVI BRLI BUD CASH CNBC CYMI DHI DOV GNSS INTC IRF JBLU LXP MERQ NOC MIK PEI PXLW QCOM SLM TGEN UNH XLNX XMSR