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Politics : High Tolerance Plasticity

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To: energyplay who wrote (3196)	4/11/2001 7:35:53 PM
From: Sharp_End_Of_Drill	of 23153

Energyplay, your plan is almost identical to my own. I plan to short as see I see the poor values rally back to silly valuation levels, and cover some time around September +/- a month. I like LVLT, EXDS, JNPR, ONIS, MXIM, LLTC, ALTR, XLNX and perhaps PMCS & AMCC if the price is right. The telecom & supplier business is dying right now just like OSX died in '98, and these lofty valuations can't last. The more they rally the merrier the shorting is going to be. Sharp

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