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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED

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To: SecularBull who wrote (8588)	10/18/2000 4:00:53 PM
From: Jim Willie CB	Read Replies (1) of 65232

the beginning of many coming down 15-20% IMO these high valuations will not tolerate the uncertainty of the next few weeks I think gigabit networks and fiberopt are vulnerable JDSU under 90 again I see shorterm breakdowns all over the place some are leading right into nearterm breakdowns Covad (COVD) was brutal, just brutal Efficient Netwrk (EFNT) more brutal that is the DSL space the Internet damage is pervasive Infospace (INSP) down 50% recently Broadvision (BVSN) down 50% also recently hmm, RR's (my) BEAS is still in breakout mode really tricky couple weeks upcoming / jim

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