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Technology Stocks : John, Mike & Tom's Wild World of Stocks
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To: wlheatmoon who wrote (2124)1/10/2001 4:56:55 PM
From: John Pitera  Read Replies (2) of 2850
 
Mike, I agree with you look at FDRY, INSP, BVSN, VERT
EXDS as a few speculative issues to consider.

FDRY has a low PE and capex slowdown is not permanent
(that's the bull case)

look at the rallies in FON, T, WCOM, GX, Q, LVLT, MCLD
that sector has been through a major bear market and their
are good values. LU should be worth more (I think -g-)

ERICY, Is a very exciting stock here, I'm going to post
a Barron's piece from 11-27-00 in a moment.

AV looks interesting if the earnings pan out.

so that's a list of things to look at If our 3 month rally
does develop, between Jan 3rd and the end of the month -g-

(is the bottom in??--trading bottom?????)
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