Bottom (and Top) Pickers, Unite! Message Board

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Strategies & Market Trends : Bottom (and Top) Pickers, Unite!

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To: Teresa Lo who wrote (135)	1/19/2001 4:13:47 PM
From: flyboy	Read Replies (1) of 214

ADCT admitted the obvious: thestreet.com Look at the CLEC’s : finance.yahoo.com They fell off the table so it was obvious that the growth models of the CIEN, NT, JDSU’s of the world were way overvalued: clearstation.com WCOM and T were the indicators to buy back the shorts… NT is a good company and has an important global presence especially South America… CIEN is a solid short do to their exposure to the CLEC’s … ADLAC got some additional financing so there may be some players worth looking at in the CLEC business…I like RCNC because they already warned and have plenty of cash already so you won’t get diluted…The fiber optic companies will go lower just like the dot com bubble but there will be some survivors… Remember how the chips got overpriced? messages.yahoo.com Here is the chart: finance.yahoo.com^SOXX&d=1y Well if the Yen moves it may be time to take a look into those again… The recovery of T has been well needed GS helped bail them out…BAC and FTU were at risk there…I hope the economy recovers and I fully expect that it will…I own IT consulting companies just because the internet will still grow and some of these companies trade at or below cash… These are my opinions and I have been wrong sometimes that is why I must still work…lol!!! Do your own DD and learn about your own investments!

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