Bill Wexler's Dog Pound Message Board

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Non-Tech : Bill Wexler's Dog Pound

REFR 1.840

+6.4%

3:01 PM EST

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To: Brander who wrote (7623)	12/13/2000 11:07:29 PM
From: Bill Wexler	Read Replies (1) of 10293

Yes I do. The bottom on a lot of my picks is squishy, but I am betting on the fact that many of these will come roaring back when the market stabilizes and tech is back in vogue (of course - the main driver is going to have to be a more benign interest rate environment). As far as near-term outlook for COMS. It sucks. And that's why the stock is cheap. I should note that in October of 98 I was buying the semi equipment manufacturers (AMAT, NVLS) and some financials (BT) when everyone was screaming global meltdown. I'm not certain we are going to rocket back out of this one as easily as 1998, but I think it unlikely that we will enter a Nikkei style bear market and I also think it unlikely that tech is dead. I could be wrong. Time will tell.

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