Bill Wexler's Dog Pound Message Board

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Non-Tech : Bill Wexler's Dog Pound

REFR 1.847

-1.2%

Nov 14 9:30 AM EST

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To: Surfratiam who wrote (7364)	8/10/2000 7:49:28 PM
From: Bill Wexler	Read Replies (3) of 10293

I'm not interested in semis anymore until we are once again at the low end of the cycle. I know there is a debate raging about how long the current cycle will last but all the easy money was made in 1999 and early 2000. The NPNT deal spells big trouble for COVD, and the stock is reflecting it. I love DSL and I think that there's a lot of money to be made there, but I fell better at this point buying stocks in infrastructure companies with good financials/balance sheets (COMS, AFCI). This is the sort of situation I love: a market that is in a funk and stocks in a hot growth sector selling at bargain multiples.

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