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To: im a survivor who wrote (11017)	7/26/2003 1:29:25 PM
From: Sig	Respond to of 13815

Try ntes, sina, or aai siliconinvestor.com Sig

To: im a survivor who wrote (11017)	7/28/2003 7:40:42 AM
From: Sig	Read Replies (2) \| Respond to of 13815

KG You mentioned the Sept dip. My views are these, based on a few past earnings seasons. Hope rises at the start of an earnings season, about July 15 th. In the past they were not up to expectations and stocks tended to start down around August 15, until the beginning of the next earnings season about Oct 20 But now we are in a recovery phase, beating estimates. May still get a Sept dip, but that should be a buying opportunity as institutions will be trying to load up on things they missed before this last leg up. Major spec buying should then begin just before the next earnings season, sometime around Oct 1st with expectations of even better earnings beginning Oct 20 th. So whether we get a major dip depends upon the economic figures in September. How to handle the situation? Rest of earnings due now should look good After about Aug 10 I plan to unload some stuff ( running full margin now), use the dip, if any, to pick up desired stocks at a reasonable price ( they may even be higher than I sold at (hahaha). Because I think October earnings will look just as good as these are today and cause an up tick. This does not fit well with a self made sworn by promise to vacate the markets totally before October rolls around, but WTH Sig@bullhouse.com . ,