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Technology Stocks : PSIX up 26.5%, Takeover(?)
PSIX 52.60-3.1%3:59 PM EST

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To: 10K a day who wrote (5287)11/12/2000 7:29:08 PM
From: James F. Hopkins  Read Replies (1) of 5650
 
Jack; I like B2B better , but mostly because it's so beat
down. I'm only in PSIX as an asset play , ditto with
WCOM . I'm Doing B2B with the BHH basket ( holders ) .

I really don't care to pick individual stocks but get
weak when I see a fire sale.
I have no hopes for them to get back to any new highs
for a long long time, like this one I'll be happy if
she makes $5 in 2 years , I think I see $30 in WCOM's
parts.

B2B don't have a lot of overhead and the clients
they target are companies that need to cut expenses
and that's just what B2B can do for them.
It's like B2B lets them consolidate operations and
outsourse a lot of stuff cheaper than they can do it.
So I see a future for B2B that the dot coms never had.
It came on rather fast and a lot of players jumped in
it , and a lot of em may not be able to hold on, but
if just two or three out of the basket do make it they
will make it big enough that holding the basket will
pay off.

Stay away from SOX stocks until February , however INTC
will likely do a bounce tomorrow. She has some good
news coming out in the morn.
Jim
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