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

To: Judy who wrote (18803)	1/12/1999 6:41:00 PM
From: Logain Ablar	Read Replies (2) \| Respond to of 42787

Hi Judy: Riding ASMLF so far. Still quite happy with the position (its my wife's account and she doesn't trade often). I've been holding assuming we'll have good guidance from INTC and AMAT and ASMLF will have good guidance with their earnings. I read the intel report (I'd post it but haven't figured out how with my new set up) looks good for this year but with the next quarter guidance I'd expect some of the monumentum to decrease. I'm still sitting on CHKPF but at some point will rotate part of the positon into WIND. I like CHKPF but at some point (and we're not there yet) the internets will sell off and CHKPF will go with the market. On the INTERNETS - I remember the start of the break in the biotech bubble in 92 time frame was when XOMA and Centocor's septic shock drugs were rejected by the FDA. All of a sudden people started to realize that not only were earnings 5 to 7 years away but they might never materialize. Keep that in the back of your mind (I know you have a steel trap on these points) with the internets. I don't know what the event will be that starts to turn sentiment BUT I do know you'll be aware of it. Have to go. Have a good night. PS (I just sent Mike an e mail with a picture file (a humorous Bill Clinton). I asked that he sent it to SI members (its not vulgar just humorous). PPS - Have you ever looked at MRVC (I don't own any yet). It now meets my criterial as a beaten up value play. Tim