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Strategies & Market Trends : Working All Day, But Trading Behind the Bosses Back Thread -- Ignore unavailable to you. Want to Upgrade?

To: Steve Smith who wrote (503)	2/15/1999 7:08:00 PM
From: Mark[ox5]	Respond to of 779

Hey! Sorry for last week, very very hectic.. put in a 60+ hr work week & then Saturday, have the company audit this week and this and last week are very harried. (life of a bean counter) Didnt have much time to jump online to do any research, plus most of money was tied up & am not going to sell into an overreaction like we have had the past 2 weeks. Did trade CNET, BCST, and CMGI options late in the week (Wed-Fri) but other than that sitting on those damn YHOO and AMZN options. (OUCH)! Tommorow will be interesting with the DELL fiasco Friday... hopefully the 3 day weekend let people put into prespective that a multi billion company isnt going to grow 90% a year like it could when it was many times smaller. (DUH) Also, AMAT, HWP, (on the tech front) & ELNK, TGLO, and NTBK report tommorow (on the internet front) After that not much in the way of earnings until middle of next week when LCOS reports. I believe also there are 3 reports which will have an impact on inflation fears... so need to watch those ... the 30 year bond rose a LOT Friday which is 100x more negative than the DELL news... any move over 5.50% (currently 5.42%) would be very negative. Let's hope the CPI/PPI show no inflation so Greenspan won't be thinking about raising rates. My opinion (guess) is if we get through tommorow intact we will have our long awaited bounce at the end of the week. A lot of stocks are right at their support levels, so any disastrous day (Tuesday?) would kill a lot of them and push them into the next lower support levels. However, looking at stocks Friday, most did not sell off too much .. and unless there is a panic selling I think most of the short term sellers are out of the respective stocks. Mark

To: Steve Smith who wrote (503)	2/15/1999 7:10:00 PM
From: Mark[ox5]	Read Replies (1) \| Respond to of 779

Hey BRCM? I think I've heard of that stock once or twice ;) It did look strong late Friday.. I noticed that too. Encouraging... but it shouldn't be "thrown" in with all the internet stocks necessarily.. it's a lot closer to a mini INTC with a major broadband twist... more of a hardware company rather than software or service or portal. Really the only one I can think of that is into the hardware side that I follow! (But I think a lot of people get Broadcom and Broadcast.com mixed up) Mark