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Gold/Mining/Energy : Strictly: Drilling and oil-field services

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To: edward miller who wrote (75474)10/3/2000 6:29:41 PM
From: stsimon  Read Replies (2) of 95453
 
OT - The amazing over valuation of the Nasdaq appears to finally be coming to an end. Tax loss selling between now and Thanksgiving should be substantial. If the big guys really breakdown, INTC, CSCO, ORCL we should have fairly broad capitulation. With mutual funds now running fully invested virtually 100% of the time, it could get a tad uglier than 1987. Possibly the best opportunity to buy tech in a long time by Thanksgiving.
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