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To: pz who wrote (16741)	10/13/1998 7:09:00 AM
From: Ron McKinnon	Read Replies (1) \| Respond to of 53068

Sector plays every so often I jump on my sector bandwagon; well here we go again if I look back over the years many of my best trades have been sector oriented ones; ie, find a sector that has become out of favor, is beaten to the point of an oversold extreme then find the best/better companies in that sector, wait for them to bottom out, then jump onboard as I have said many times my biggest mistakes at this have been to get on a bit too early and get off a tad too soon; that is something that I have to work on but does not negate these kinds of plays the best recent example of this is the leisure/luxury sector the street was saying that due to the upcoming recession we would all stop doing things like take a plane, a cruise, rent a car, ski, gamble, etc etc a few examples of stocks I posted on in the last 10 days or so and the change from Thurs low RCL +38% CCL +33% HRZ +23% AVI +24% HLT +29% FS +12% MTN +23% average +26% even if we only got a piece of the above those and many others would have given us a 3 day return in the range of 15-20% while I know that things and times do change they just do not go to hell overnight in many cases and, I am not talking about a sector that has gone down big due to major and overiding concerns, ie, fundamental changes; such as the oil service, banking, chip/semi sectors those are down for solid fundamental reasons I am talking about solid, profitable, and growing companies whose stock price has been killed due to a perception rather than an instant reality thses plays seem to come about maybe 3-6 times a year if we can identify them and then play them right they will give us huge returns; always have, always will

To: pz who wrote (16741)	10/14/1998 6:02:00 PM
From: DanZ	Read Replies (2) \| Respond to of 53068

VLSI earnings. Paul, You asked for me to post VLSI's earnings so here they are. They earned 3 cents, beating the estimate for a 1 cent loss by 4 cents. All I can say is YAHOOOOOOO!!!!! YIPPIE!!!!!!!! LOLOL Here's a link to the story: www1.newsalert.com Here's a link to a comparison between my proforma and the actual numbers. I nailed it...my estimate was 3 cents. messages.yahoo.com@m2.yahoo.com Ok, so I'm bragging. Who cares!!!! lolol I don't do it often and I deserve to every now and then. Besides, Ron brags sometimes LOL. There are reports on Yahoo that the stock was trading at 8 3/4, +1 9/16 after hours. I hope it's true and that it opens there tomorrow as well. Dan PS: YAHOO!!! LOL