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Strategies & Market Trends : Three Amigos Stock Thread -- Ignore unavailable to you. Want to Upgrade?

To: OldHack who wrote (4011)	4/28/1998 10:55:00 PM
From: Sergio H	Read Replies (3) \| Respond to of 29382

OH, I just received an e-mail telling me I looked at CCSI too quickly. The play looks interesting. I just took a quick look. I'm going to have to ask people to provide some initial FA before I look at a stock in the future. It takes me at least one to three hours to do a full FA on a stock. Sergio

To: OldHack who wrote (4011)	4/28/1998 11:55:00 PM
From: Ms. X	Read Replies (1) \| Respond to of 29382

Hi OH, Hi ho, hi ho it's off to work we go.... Sorry all these X's and O's are finally getting to me. You bring up some good points. The optional bullish percent in no way means the bull market is over. Think of it like a stock pulling back. Stocks run up and then backfill until another run up. Some stocks do the same thing in reverse and continue down. When everything shakes out we will see what we have left. Different sectors may be in play than what we are used to. Again, we don't know until the indicators tell us. I will say that the interest rate scenario will bring interesting changes. I think the market can handle a good correction which I'm sure will be followed by further bullishness. Everything needs a rest now and then. Don't be nervous. That is what I like about P&F. It paints a picture that I can study and then plan from. I'm fully prepared for a drop and I even have a plan together for when it reverses back up. I feel very calm. Take care and stay tuned. Nice to have you with us! Jan I am

To: OldHack who wrote (4011)	4/29/1998 5:10:00 PM
From: LTK007	Read Replies (4) \| Respond to of 29382

O.H.i still see a lot of value buys amongst the small caps and mid caps,the IPO frenzy and the internet wildness I personally don't see as a result of their being no value elsewhere,but as an opportunistic exploitation of a the psychological moment,and I think there is a lot of smart money that will pull the trigger and bail at some moment and then start bringing there cash to the long neglected small and mid caps.And I also believe as long as money has a place to go,the 40% correction will not happen--I personally feel safe for roughly the next year except for OCTOBER dread dread OCTOBER,and I am planning to have" my anything goes " portfolio all cash by mid-september. My only fear regards DHI is another wild reaction if Greenspan announces a 1/4 point increase,but I am betting that by then enough sharp investors will realize it will not slow down companies like DHI and LEN. All that I express here is HOT AIR ONLY.max90 BTW,as I click my way around the internet,I have extreme doubt that it will ever be a big revenue success.It remains a clumsy method of shopping,and I think only a relatively small percentage of the internet population shall commit themselves to shopping via e-commerce,in otherwords,I think the concept sell that drives these stocks are in the longterm doomed--people rather go to malls,etc.