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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: Mark[ox5] who wrote (744)	4/6/1999 8:38:00 AM
From: kaydee	Respond to of 779

Mark, what you get is what you ask... <ggg> IMO, looking at the current market, your suggestion is the most practical suggestions... Thanks... DB

To: Mark[ox5] who wrote (744)	4/6/1999 12:35:00 PM
From: TheBare	Respond to of 779

What are you talking about? You make some awesome picks. Foe example, CNCX May 80 Calls, these doubled today from yesterday!! I didn't see YHOO or AOL double.

To: Mark[ox5] who wrote (744)	4/6/1999 11:36:00 PM
From: Talib	Read Replies (2) \| Respond to of 779

I am in your catagory for trading classifcation pupose but newbi. I am interested to know, that to day-trade, how one goes about searching for stocks which are volatile and suitable for day-trading? I do not like hear-say or hype type of stuff. Any guidance or educating help would be appreciated. thank You, talib

To: Mark[ox5] who wrote (744)	3/19/2000 2:46:00 AM
From: Mark[ox5]	Read Replies (1) \| Respond to of 779

Recent picks on fundamental basis and decent pullbacks over the past week Wireless: TQNT ($80s), ANAD ($70s, $80s) DSL/Cable/broadband: EFNT ($130s), NXTV ($160s) Infrastructure: AMCC ($230s and $210s) Will probably be buying TERN ($180s) Monday due to pullback Thurs/Fri; its approaching its 50 day MA after a huge Gilder inspired run. Love the revenue growth & pre announcement. ARTG ($160s) looks interesting here as an alternative to my 2 favorites in the ecommerce software that have had huge runs and just seem so very pricy (VIGN, BVSN) Splits early this week and its revenue growth is also impressive. I like Conextant (CNXT) at these levels but until it pulls out of its tailspin I wont commit dinero. ($80s) Currently sitting in FFIV at a small loss, great fundamentals, ignored by market. Maybe an earnings run will pull it out of its tailspin. ($90s) Investigating SGNT as a MSTR sympathy play with great revenue growth. (low $40s) Overall view for NASDAQ: Still at very high levels, no "panic" last week, just margin calls... probably need a few good days to establish an uptrend, otherwise maybe some weakness in NASDAQ. April should lead to a bounce during earnings season, and the mania should be in full swing by late April, and then I don't know. Common sense would indicate summer is usually slow for tech and we'd have a pullback as inflows in the market slowed down. But once again this market is not about common sense unfortunately, just momentum. Basically we are in a very basic supply/demand equation in the tech market. X amount of supply of stock in the top 100 names, and insatiable demand from individuals pouring $$$s into tech mutual funds. Even with pullback I find almost everything "extended" per any reasonable valuation method. Great quote a few weeks ago from Chip Morris, fund manager of T Rowe Price Science & Tech fund... something akin to : If he woke up today after falling asleep 2 years ago and looked over his portfolio he would sell every issue based on valuation. I am in the same boat! As much as I love PMCS I can't justify adding more here... yes it will probably run with earnings and a split announcement, etc.. I might play some, but any new "long term hold" buys? No. The time to buy was 4 months ago. Good luck if anyone reads this! :) Mark