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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 (1327)	1/7/1999 6:23:00 PM
From: Johnathan C. Doe	Respond to of 1819

Charlie, you might want to take a look at PCMS which is turning around. This company get slammed a while back and now I think it is getting ready to move back up. Look at the chart on this one for the last 2 years and you can see what happened. It has been down for a long time over lawsuits etc. and it looks like there isn't much merit to any of it and coverage is being made on it again. This think could recover very nicely.

To: Charlie Finley who wrote (1327)	1/8/1999 5:52:00 PM
From: Johnathan C. Doe	Respond to of 1819

This tech rally is really strong. Seems everything that got shot this summer is coming back to previous levels one by one. I was listening to an economists and he was saying that the impact on the US economy from Asia was negligible and so the market's reaction to that was so overblown that we really were looking at an amazing buying opportunity. I expect that over time, as this thing rolls on with a bullish sentiment that even dead ducks like WSTL will start to gain momentum. RMDY, VNTV; these software companies are coming back. SAWS is back and PCMS is moving. There is a all boats getting lifted situation under hand it seems.

To: Charlie Finley who wrote (1327)	1/8/1999 6:01:00 PM
From: Johnathan C. Doe	Respond to of 1819

Did you notice BCST today? You just have to scratch your head on this kind of thing. How many times can we say amazing. This game has been played out for just about one year now and you and I haven't played it at all. The entire time we have talked about how it would be over and the pain, etc.; well, it just keeps on keeping on. I wouldn't be surprised if this continues far beyond where we currently are. I think we could get 100+ moves some of this stocks on any given day. There is a game being played with these by big money and it really is a slot machine game. Each swing, you can be sure, the big money wins and takes little by little the money from the little players. It is a game being played out by big money gamblers. Maybe it is just between different groups of big money and that is where all the money is shifting between. It appears to be a super high stakes poker game with tons of bluffing going on all the time. Us types could jump in and certain some have gone long in this and made a killing. I can't imagine too many went long and have had the balls to ride it all the way. People get out and can't get back in.

To: Charlie Finley who wrote (1327)	1/8/1999 6:11:00 PM
From: Johnathan C. Doe	Read Replies (1) \| Respond to of 1819

From a sane perspective of playing the market; all reports indicate that the hot sector is in the semi's as there have been 3 months of strong growth. That was the sector to play with bottom fishing on negative sentiment. Go figure as we aren't privy to a lot of the info. we need to play this way. The time to get in is long before it is reported. This still argues well to my understanding of why it is so important to play the sectors within the tech stocks. Diversification within sectors is the key to playing the techs conservatively. Help desk; disk drive; semi's; semi equip.; these were all nice killed sectors. So was the SMOD; JBL sector.