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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 (1397)2/12/1999 5:26:00 PM
From: Johnathan C. Doe  Respond to of 1819
 
It's getting pretty choppy in the techs. Looks to me like we are topping out on this current months long bull run. We are starting to see significant pullbacks in the secondary issues. This is the time for patience as the trends will be all downhill as far as I'm concerned. I'm waiting for the pain to get great. It isn't going to be a quick thing; there will be a shock, a downward drift, but we could well be anywhere from 4 to 8 months away from the climax of this thing. Since I missed much of the big bull run; I am sure as hell going to be patient about getting back in. Have no desire to buy the sellers from this last bull run just to lose what they have gained.



To: Charlie Finley who wrote (1397)2/12/1999 5:33:00 PM
From: Johnathan C. Doe  Read Replies (1) | Respond to of 1819
 
Tech stocks that have good fundamentals that will be good buys on significant pullbacks; PROX, VNTV, RMDY, SEG, QNTM, NN, ORCL, CHKPF, HLIT, OMKT, ADPT, AWRE; just to name a few. When I talk fundamentals, I'm not talking PE or positive earnings; techs aren't evaluated by these always.