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Pastimes : Clown-Free Zone... sorry, no clowns allowed
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To: KeepItSimple who wrote (64655)2/5/2001 11:07:28 AM
From: marginmike  Read Replies (1) of 436258
 
Typical CNBC guest interview.

mark hains: "Today we have Jon doughboy head of paint taping inc mutual funds"

Joe: "hey mark"

Mark: "last time you were here you 5 golden picks, lost some luster. What happened? CMGI?PMCS?BRCM?"

Joe: "Well mark the fed went to far and slowed the economy, causing a credit situation in Telecolm and Dot.com's. However the business irrespective looks great for the second half"

Mark:"What will be different in the second half?"

Joe:"well the fed's on are side, we predict 400 basis points of cuts. With free money available the internet buildout and infrastructure plays will be able to raise tons of money"

mark:"arnt you conserned about excesive valuations?"

Joe:"Laughs....CMGI is under 10, it cant go much lower. Look at BRCM its down 150pts. These are huge bargains. How many times do you get to by things at 70% discounts?"

mark:"Yah but Pe's are to high"

Joe:"PE's dont matter, we are in a new era and productivity will make pe's irrelevent. Look at my chart of Pe's they keep going up. So why fight the trend."

Mark:"any last coments"

Joe:"Buy tech, the feds on your side now, and even if companies lose money, their interest cost's go down so it safe to buy them."
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