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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED

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To: RR who wrote (215)	9/10/2000 11:46:48 PM
From: Boplicity	Read Replies (2) of 65232

hi Rick may I call you rick by the way? re: infrastructure slowdown and investing in infra plays. Given the lofty valuation of the infra stocks and their stature as one of the legs of the summer rally and in my mind the very companies that will be providing the next big thing, adoption of broadband access for the masses, wouldn't it more prudent to wait before you added to your infra plays till there is sign that the supposed infra buying slow down is in fact a wall street generated anxiety other then being fact? Thanks for your reply in advance. Greg

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