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Strategies & Market Trends : Stock Attack -- A Complete Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Judy who wrote (8035)	4/30/1998 10:33:00 AM
From: whperk	Read Replies (1) \| Respond to of 42787

Judy, I hesitated on CMGI and, as you noted, the stock turned back up before I could blink. Good luck with your buy. I can see it as any investment since I do like the stock as a more "internally diversified" (if you will) way to get a piece of the internet sector. I will probably try to move on the next downturn, which seems inevitable (although who knows from what height). I must admit current market action has me uneasy about long positions, although I tend to agree with Tom Trader's recent post that the prevailing negativity suggests we are not yet at a top (FWIW, same view as Cramer on Street.com). What are your thoughts about oil drillers/service cos.? I felt your calls on this sector over the last several months were generally right on (unfortunately, I didn't agree at the time, to my cost). A couple of weeks ago I added half positions in RIG and VRC and a few NE calls. The sector finally seems to be moving off a bottom and I don't agree with those who feel price of oil is likely to move significantly lower. Thanks for your thoughts. Bill