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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED

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To: Boplicity who wrote (26454)	12/20/2000 7:04:38 PM
From: Jim Willie CB	Read Replies (7) of 65232

Greggy, been thinking about possible shorts since you mention MPPP, in association with RNWK makes perfect sense just heard that IT Managers in recent sample report that they have changed in their spending plans fully 25% of those formerly planning to expand spending now have changed to flat big iron is now being downgraded storage is next on widespread basis here is a short list of kingpin tech leaders and PE's: NTAP, EXTR, CIEN -- 260 BRCD -- 290 BRCM -- 180 QCOM -- 100 furthermore, the Naz100 which backs up QQQ has PE=100 even now heard $80M per minute was lost today QCOM=77 is nowhere near its 52-week low of 52 next up are canceled orders, reduced IT spending with the new year comes new annual budgets they are likely to be smaller than anticipated what are your favorite short picks? upon any 10-20% rise from current levels, I like all the above but my favorite is QCOM with just a 10% rise appreciated, Jim

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