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Pastimes : J Doe #13 Off-topic Non-Specific Tech Stock Ponderings -- Ignore unavailable to you. Want to Upgrade?

To: Charlie Finley who wrote (1324)	1/7/1999 2:44:00 AM
From: Johnathan C. Doe	Read Replies (1) \| Respond to of 1819

The Semi Equipment sector is just on fire. A lot of the mid cap plays are just sitting around right now; though I think we could see rotation into them as this is a full blown rally that will last for many weeks and is extremely powerful. The rug will get pulled and it will all reverse, but no time soon. The market will blow past 10k and probably hit 10.5k before any kind of significant profit taking kicks in. For now the Euro is a no impact issue. The market assumes a Clinton nothing outcome in the Senate. The speculative bullishness of this market surge is just incredible. The market is a wild animal. Amazing how it was a dead duck just 3 months ago. That is the lesson. How could anyone have missed that it was a buying opportunity to end all buying opportunities, but I didn't play it; figure it would be a long wait for it to gain momentum again. Who would have guessed this? October did feel like a bottom at the beginning of it, but I figured it would have run flat for a few months. That was what I was looking for. I also didn't think we would surge going into the new year. It is all just a bias and the wind will shift as always. I just hope for lots of volatility.

To: Charlie Finley who wrote (1324)	1/7/1999 2:03:00 PM
From: Johnathan C. Doe	Respond to of 1819

Telco is off today, but the disk drive sector looks to be recovering after just over a year of being in the dirt. ADPT is back to a nice level; still down, way down from its high, but I had bought it at 20 and it bounced to 24 and I didn't sell it and ended up dumping it out in the teens for a loss. Now it has finally returned to where I would have made my play in it after 9 months. This is how this game goes. Why I was unwilling to buy back in when it was like 10 is just mystifying to me. WDC is the same thing; I didn't buy back into that at something like 8. Oh well; that is how it goes! I won't be surprised if AWRE hits in the mid 30's at some point in 1999. That isn't to say it is worth buying; just an observation. The risk is too much vs. and I won't chase a stock I have already done a play in. I'm playing these things conservatively.