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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED

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To: Boplicity who wrote (8232)	10/16/2000 9:42:08 PM
From: Jim Willie CB	Read Replies (4) of 65232

exactly, Gregster... NewTechs separating more cleanly now it is a beautiful sight to see one thing the wannabees have in common they are ALL overpriced, and will remain so quarter after quarter JNPR is priced for y2003 now EXTR is priced for y2002 now reliability of earnings growth, assured by breakneck orders and sector needs... these are driving up PEratios seems slightly dangerous, but demand from scads of tech savvy folks is fueling this phenomenon I have not forgotten your Cisco Wannabee past posts in fact, I dont forget much of anything makes it very hard to sleep sometimes maybe I will try sleeping while standing up still struggling for mathematical relationship encompassing EBITDA GROWTH RATE, RELIABILITY OF REVENUE GROWTH, PREVAILING INTEREST RATES, yielding PE RATIO it aint linear, I just knows it be exponential from the new world order / Jim

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