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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED

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To: unclewest who wrote (2820)9/21/2000 9:40:07 PM
From: Clappy  Read Replies (1) of 65232
 
Hi UW,

I appreciate your advice. I saved it.

A few questions:

Who does that leave us with?
SNDK?

Who else?

What level of P/E would you be looking at?
QCOM is under 90.
There are perhaps a few others.

What else do you like here? CSCO and many of the solid techs are above a P/E of 100.

MOT? IBM? NOK?

Thanks for sharing your thoughts.

-ClapOff
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