AS,I'm in WCOM since 97,hovering between 10-50%,I this is my No1 long holding.During the Naz correction,I did use it as a good shelter and since the end of Mar,it was my only one long.WCOM can get a bust now,because probably UUNET will spin off soon.CSCO can go up,because of the China deal, MSFT is cheap,but the future is still uncertain, SUNW can have another upside,if internets will hold and IBM will help,QCOM...be careful,because of MCOM competition and China deal...probably dead. As a summary....maybe a fresh leg up on Nasdaq... el |