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Strategies & Market Trends : Rande Is . . . HOME

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To: DlphcOracl who wrote (39860)	10/28/2000 8:22:02 PM
From: carepedeum2000	Read Replies (2) of 57584

kevin/mark can your charts help us answer the 64k question? i understand exactly where d/o is coming from and it boils down to this fundamental issue, did we just go through the typical october markdown on our favorite high flyers and will they be the first to come back? or has there been a fundamental shift on valuations that means our fibre optic favorites will never regain their former glory? what do the charts on favorite high flyers like jnpr/scmr/jdsu/amcc/pcms etc show, are they coming back quick or are they destined for much lower prices? will november and tax loss pressure gone bring these high flyers back or are they destined for further "reality" checks? i would be interested what your charts show plus any one elses fundamental evaluation could it be that the days of big gains are over and we will have to lower our objectives and go back to historical gains? when you can start measuring the rate of growth is when the multiples always come down, can the fibre optics now be measured? that is the $64k question? rande--whats your position on this one? thanks for the input 0/t rande hope things have settled down at your place and your daughter is on the road to recovery God Bless

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