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Strategies & Market Trends : The Thread Formerly Known as No Rest For The Wicked -- Ignore unavailable to you. Want to Upgrade?


To: Neil H who wrote (35895)5/4/1999 12:59:00 PM
From: American Spirit  Respond to of 90042
 
If BA drops to 30's sure. But you can say that for any quality stock. Right now many have already dropped. Take your pix but tech bargains are beginning to appear all over the place. Many of the nets (I like ONEM here, DCTI and FATB because they're beaten down quality) but also soon-to-fly (IMHO) blue chips like T, PFE. And there's the EMC play. If that story out is BS then it's a good bargain here. Holding COMS, lots of BKS, most of my CDNW, ATHM, ELNK faithfully. Feels like the nets are close to a bottom. Maybe one more 5% drop but not too much risk here. Would buy AOL here but I still don't understand how the MediaOne situation will affect them (and the market's perception of them). At 128 or less I'd probably got for it. Sold yesterday at 136.

This is either a day to make some sly plays or do nothing. Hmmm.