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Pastimes : Home on the range where the buffalo roam

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To: Boplicity who wrote (12209)	4/3/2001 2:29:27 PM
From: Jim Willie CB	Read Replies (1) of 13572

I like your list and your targets shorting them to those levels seems a better idea though gotta put your balls where your pencil scribes I would add EXTR at 8, JDSU at 10, SUNW at 10, BRCD at 10, CIEN at 23 then AMAT at 25, NVLS at 19 that is just the first tier and second tier (what is Novellus doing 30% above its Dec lows ??? a move toward 40 and bingo SHORT) the entire BKS (banking index) is ripe for decline they have horrible exposure I find it interesting that it took this China incident to take SOX (chip index) down and not its badly deteriorating fundamentals we are same page, Frenchy FuquaMan I have been saying "Cisco at single digits" for some time what makes me the most sad (outside my own losses)... is seeing how the whole nation's IRA's are decimated the age of innocence is gone this entire movement away from pensions into managed IRA's has backfired the future financial security of 60% of the nation's citizenry is endangered seriously we have YET to factor in the effect of a worldwide recession Japan, Asia, Europe so discount the multi-national consumer stocks GE, PG, G / jim

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