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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank -- Ignore unavailable to you. Want to Upgrade?

To: Jerry Olson who wrote (39800)	5/12/1999 10:11:00 PM
From: Jenna	Read Replies (1) \| Respond to of 120523

OJ there are positions and there are POSITIONS.. I agree its nice to hold DISH,AMAT,SWS,MACR,EFII for 7 or 8 days, but can you really hold YHOO, AMZN, INKT without trepidation for that long? That's why I'm tending towards the earnings plays even after earnings.. They seem safer because they have proven themselves and are not as overvalued. Also money is going into these companies, which have 50 or more big blocks daily. I'm still not in puts and I love our nets, but unlike LEE, I don't feel bad if I leave money on the table, I'm just glad I escaped with a nice profit at all. I never felt like that before. But I know why I feel like that. I still love the nets but I think the lack of anticipation since the season is over is leading to apathy and other sectors are taking the lead. In about 3 or 4 weeks, the cycle of anticipation will hopefully begin once again.

To: Jerry Olson who wrote (39800)	5/12/1999 11:31:00 PM
From: lee kramer	Read Replies (1) \| Respond to of 120523

OJ...I hope you're right about Dow 12,000 but in a sense it matters only in that it'll keep the "game" as I (we) have been playing it going. I'm comfortable with the "long" side now as I was comfortable with the "short" side last summer and fall. I guess I don't want to have to "change" again. And sometimes I let the averages distract and worry me...so that I see a chart that screams "buy me" but I hesitate to pull the trigger or only buy a couple of hundred when the correct play is 500 or 600 shares. Exogenous events (Not Rubin's resignation today...that was amateur selling) scare the hell out of me; what if Greenspan gets hit by a bus running across the street on the way to his next FOMC meeting? Silly, but the unexpected does happen. Maybe it'll be a sudden surge in interest rates, an unexpected surge. Rates are increasingly worrying me. More later. (Lee)