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Pastimes : ASK Vendit Off Topic Questions

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To: freeus who wrote (17433)	12/24/2000 9:06:01 AM
From: mishedlo	Read Replies (1) of 19374

<<Thank you so much. I need to regain some "courage" because obviously at these prices sunw, csco, intc and msft are pretty amazing. You don't think there will be new leaders then and these companies will stay mired with small p/e's? Hard to be contrarian but wise, as I know from not being contrarian in Jan-April. Freeus>> Freeus. Why is CSCO or SUNW a buy at these levels. If you are thinking, technical bounce, you are thinking correctly. I see far too many people that think these are "real LBTH bargains". I do not care how far these things have fallen. People keep seeing bargains in JNPR, bargains in BRCD, bargains in MSFT, bargains bargains bargains. I missed the technical bounce. I do not care. A bargain to me is another chance to short JNPR at 150, or RIMM at 90. I missed the last opportunity. Greenspan can only fix the absurdity of these prices by delaying the rate cut once again. Which is exactly what I expect. M

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