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Politics : High Tolerance Plasticity

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To: Sweet Ol who wrote (12593)	2/21/2002 8:39:18 PM
From: Warpfactor	Read Replies (2) of 23153

I must admit that the near term bullish case for the NASDAQ seems to be weakening. In the past few days, I've noticed some of the tech mo-mo's starting to crack: QLGC, NTAP, SEBL. Back in December and January, I thought I was being prudent: trimmed 2/3 JNPR at 27, 2/3 PMCS at 29 - nailed those. Dumped 2/3 CIEN over 18, 2/3 JDSU over 12. Similar successes for other tech. However, the 1/3 that remains in my portfolio has done some major damage - now sitting about -12% YTD overall. How much further can the telecom equipment group drop?? I probably don't want to know. It seems like the indiscriminate dumping hasn't even started yet.

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