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Strategies & Market Trends : Sharck Soup

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To: riskywaly who wrote (36445)	10/8/2001 8:35:08 PM
From: puborectalis	of 37746

Roger McNamee, Integral Capital Partners The risk is down dramatically. Investors know that Sept. Q earnings are the worst they have ever seen in the Technology group Investors have also discounted a very difficult 4Q The most typical loss from Tech highs is 95% Uncertainty is at a level we haven't seen in 2 generations The market reflects that uncertainty We will not see a bull market any time soon The risk-reward at this level is very good if you have a time horizon of 2-3 years McNamee's Picks: FLEX SEBL

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