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To: Susan Saline who wrote (15976)8/25/1998 7:36:00 PM
From: Nemer  Read Replies (1) | Respond to of 53068
 
SweetSue:

OT---

as you directed to DoeBoy ----

=====> any future posts to me will be ignored.

If I could ----
let me interject a simple comment ----


to the Zthread, to which I owe a great deal,
and to you, my very kind sweet, as among others here to whom I am indebted for a marvelous learning experience,
and find it in my heart a need to repay -----

Nemer,
the ole dummy,
who can barely tell light from day (failing eyesight) ---
but who has an unerring instinct in some of the other remaining facilities -----
(ie) .... smell -----

if one ignores
and
doesn't read a single post ----
I really mean a single post from the DoeBoy ----
one will be absolutely AMAZED at the clearing up of the breathing apparatus with which God endowed us ..... and how refreshing it is to know that the BS that the DoeBoy is printing is being smelled up by the other (as we call them down here in Tx/Mex land ---)
---- el stupido... de la loco hombres ----- caca calevera es grande stinko -----
errrr...... mayhaps that's not exactamente ......... gggg
but it's mucho close ....... gggg
and it's not really politically correct .......

and

I send this to you, knowing that I probably won't be around for the rest of the week, and mayhaps longer due to some health difficulties of my programmer ........
but
knowing that
I have no hesitation
about
speaking the truth ...... VBZGGGGG

Regards ---- YourFriendNemer



To: Susan Saline who wrote (15976)8/25/1998 11:53:00 PM
From: Johnathan C. Doe  Read Replies (1) | Respond to of 53068
 
Susan, I am computing everything by hand and typing it in by hand and so I might make an honest mistake here and there in figuring everything out to the penny, but having not yet looked at the error you state which may be thought as an error possibly only because you missed a trade or two yourself; I'll re-check everything sometime in the next week. Since I'm posting the trades you list one by one; I'm certainly not trying to pull anything; if a mistake exists, I'll be happy to correct it. Why don't you just tell me where you think the error is and what the correct figure should be and make it easy on me?

As for my trading style, you will have to wait and see if the trading down to hell approach is foolish or wise, but as for the rest of what you have said, you have to keep something in mind:

I've only talked to Dan and Ron personally and I never opened up to them; though I was willing over time, it just never happened. I never and that is NEVER reveal anything, not even a hint, as to what my real circumstances are, who I am, or what I am up to. I've never revealed anything accurate about myself in anyway to anyone, with the exception of Brad Dryer and a very few select people who have been given minimal information about myself on an as need to know basis for a limited purpose with a limited amount of infomation. If you make any assumption about anything I am up to, you really don't know what you are talking about because nobody has been given the information from me to know anything. If I open up to people, I never open up with anything accurate about myself; I usually choice a persona that fits whomever I am talking to and what they expect I'm about. SI isn't a social club for me. I'm not here to make personal friends, with very rare exceptions; I'm here to trade exclusively tech stocks as a pure trader in techs. The paper portfolio tells you nothing much about how I am really trading, though it does tell you something about a subset of stocks I track. How I really trade them is personal and not ever shared publicly.

Given all of that; the paper portfolio has a definite value. I think it shows very clearly what is up in the mid-cap techs stocks and shows graphically what the breadth figures are indicating. To me, playing off a watch list portfolio has been very helpful in making profits; although I only share one type of portfolio publicly and have others like it with different picks concentrated in different types of picks that I use myself. The method displayed publicly is primitive; I use my real time and effort to do real trades.

I've never done anything differently since I came onto this site and the story stays consistently the same. It is only all of the guessing that changes. Since I love debate and can debate either side of a position effectively; nobody really knows anything about me on any subject.

Given all of this; your comments to me really don't mean very much and can't be particularly appropriate.

Anonymous



To: Susan Saline who wrote (15976)8/26/1998 12:14:00 AM
From: Johnathan C. Doe  Respond to of 53068
 
Corrected Portfolio for mistake in PAIR:

Wed Aug 26 12:09am ET - U.S. Markets Closed.
Symbol
Last Trade
Change
Volume
More Info
Shrs
Paid
Gain
Value

ADCT
4:00PM
28 9/16
+9/16
+2.01%
619,400
Chart , News , SEC , Msgs
Profile , Research , Insider
300
28.875
-$93.75
$8,568.75

AFCI
4:00PM
10 1/4
-5/16
-2.96%
2,614,600
Chart , News , SEC , Msgs
Profile , Research , Insider
300
12.125
-$562.50
$3,075.00

AWRE
3:54PM
7 3/8
0
0.00%
43,000
Chart , News , SEC , Msgs
Profile , Research
3,000
9.0208333
-$4,937.50
$22,125.00

CHKPF
3:59PM
24 1/16
-3/16
-0.77%
281,300
Chart , News , Msgs , Profile
Research , Insider
200
25.875
-$362.50
$4,812.50

JBL
4:02PM
32 1/2
+15/16
+2.97%
374,900
Chart , News , SEC , Msgs
Profile , Research , Insider
200
31.3125
$237.50
$6,500.00

MRVC
4:01PM
17 5/8
+1/16
+0.36%
305,400
Chart , News , SEC , Msgs
Profile , Research , Insider
400
19
-$550.00
$7,050.00

PAIR
3:59PM
11 3/16
-1 1/4
-10.05%
4,154,300
Chart , News , SEC , Msgs
Profile , Research , Insider
1,000
14.1
-$2,912.50
$11,187.50

PRLS
3:59PM
6 1/32
-17/32
-8.10%
856,800
Chart , News , SEC , Msgs
Profile , Research , Insider
5,000
6.875
-$4,218.75
$30,156.25

PROX
3:48PM
14 5/8
+1/16
+0.43%
78,800
Chart , News , SEC , Msgs
Profile , Research , Insider
400
13.625
$400.00
$5,850.00

RMDY
3:59PM
12 1/2
+1/8
+1.01%
178,900
Chart , News , SEC , Msgs
Profile , Research , Insider
1,600
13.3671875
-$1,387.50
$20,000.00

VLSI
3:59PM
11 7/16
-7/16
-3.68%
1,092,300
Chart , News , SEC , Msgs
Profile , Research , Insider
300
13.125
-$506.25
$3,431.25

VNTV
3:59PM
9 3/4
-3/8
-3.70%
299,500
Chart , News , SEC , Msgs
Profile , Research , Insider
1,200
12.71875
-$3,562.50
$11,700.00

VRLK
3:26PM
6 3/4
+1/16
+0.93%
216,900
Chart , News , SEC , Msgs
Profile , Research , Insider
500
7.875
-$562.50
$3,375.00

VRTL
3:37PM
1 7/8
+5/32
+9.09%
196,300
Chart , News , SEC , Msgs
Profile , Insider
12,000
2.69270833
-$9,812.50
$22,500.00

WSTL
4:00PM
6 3/8
+11/32
+5.70%
279,000
Chart , News , SEC , Msgs
Profile , Research , Insider
1,600
7.54625
-$1,874.00
$10,200.00
15 symbols
Totals:

-$30,705.25
$170,531.25

Add:

$500 from LARS trade; $612.50 from VLSI trade; $1000.00 from PROX
trade;$1525.00 from ADCT trade; $0.00 ADPT; -$100.00 HLIT; $175.00 ORTL;
$1625.00 QWST; $2400 from AFCI; $712.50 from MRVC; -$31.25 from ADPT;
$100 from CREAF; $2000 from WDC; $450 from AMAT; $437.50 from VTEL;
$775.00 from SAWS; $1900.00 from WSTL; $562.20 from CUBE.

Equals $14,643.75 total profits taken.

exchange2000.com

exchange2000.com



To: Susan Saline who wrote (15976)8/26/1998 12:19:00 AM
From: Johnathan C. Doe  Respond to of 53068
 
I guess I'm trading PAIR like a fool just like Dan Z. is trading VLSI like a fool; or maybe neither of us is a fool and we are just going to have to wait out a peculiar market for a short while? I don't have any problem with waiting it out. Both of these companies are good picks and it is just the market conditions that are very bearish for now. That won't stay this way forever; I'm sure of that. As for how I've traded PAIR; I'm invested in PAIR, not trading it, so the game isn't over for PAIR until I sell it. With everything else breaking down in the mid-caps; I've been surprised that it has taken so long for PAIR to fall apart. Averging down is foolish if you concentrate in one stock; but in tech mid-caps with a diversified portfolio of techs all down due to the market; I don't think that strategy will prove very foolish over time. If I recall; Dan Z. took months for his DIGI pick to gel; so this thread isn't just day trades!

I figure that at this point; if you were to buy every stock I have in my current paper portfolio at the current prices they are trading at as of today's close; you would have a very nice investment portfolio of tech stocks with nice upside over the next 12 months.