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Pastimes : Home on the range where the buffalo roam

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To: pbull who wrote (12510)	4/10/2001 7:56:01 PM
From: A.L. Reagan	Read Replies (2) of 13572

Yes, it may be time for believers in tech to step up again. Scale in maybe, but keep plenty of dry powder. Even tho the entire world new MOT was going to blow, AH it is dragging down lots of techs. MOT is but a single data point, but wary of the sucker's rally just b/4 earnings season, as as earnings and CC's come in, with crap going forward view, a repeat of one by one the techs getting taken anew to the woodshed. If we get to the point where the cos. have crummy earnings and wrt to forward outlook have no clue, and the stock prices stay steady, that would look pretty damn good to me. Playing both sides of the Street here... today was a pretty good day. Be Ware.

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