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To: Voltaire who wrote (5968)	3/3/2000 10:26:00 AM
From: Jim Willie CB	Read Replies (2) \| Respond to of 35685

do you angels give you any sense on Wind River Systems? it pushed down hard today, and recovered to over 50 seeking info on dilution from acquisitions UWest loves it for two years out hey, this QCOM sucks bigtime now at its 50day MA, seeking out support / Jim

To: Voltaire who wrote (5968)	3/3/2000 11:43:00 AM
From: Jim Willie CB	Read Replies (2) \| Respond to of 35685

Fundy on ELON: quick rough cuts on Price/Sales ratio last Jan reporting of Q4 saw $11m in sales suppose all qtrs were equal and had $40m in annual sales then marketcap of $2.8 billion would mean a 70 P/sales ratio QCOM is roughly 8-9 price/sales if ELON sales triple next year, then P/S ratio is 23 this sucker is wicked expensive, pricing in y2001 sales now / Jim

To: Voltaire who wrote (5968)	3/3/2000 12:42:00 PM
From: Boplicity	Read Replies (2) \| Respond to of 35685

re: ELON All it would take is one juicy news release and it's going higher. I believe ELON is in the process of making a high tight flag. As far as the market being tired, depends what stocks you mainly hold, if your biggest holding is a stock QCOM, then it looks tired, to me the market is very dynamic right now, I'm finding great plays left and right. When one can go into AH like I did yesterday and buy stocks like ARBA then flip them for 13 points the next day, I would have to say the market is anything but tired. Greg

To: Voltaire who wrote (5968)	3/3/2000 11:38:00 PM
From: stockman_scott	Read Replies (1) \| Respond to of 35685

V: Merrill's Blodget Says 75% of E-Companies Will Fail...FYI... <<By Anthony Massucci New York, March 2 (Bloomberg) -- Merrill Lynch & Co.'s Henry Blodget, one of the best known Internet analysts, said that three quarters of all Internet companies will fail within five years. Of all Internet companies, ``75 percent will disappear within five years and 75 percent will never make money, or sell themselves,' Blodget said at the Silicon Alley 2000 Internet conference. Blodget, who achieved notoriety by predicting the surge in Amazon.com Inc.'s stock price, said the Internet industry is still only half grown, though the second half of its growth will be less valuable than the first. He predicted industrywide revenue will rise to $2 trillion to $3 trillion in the next five to 10 years. The Internet market is changing, Blodget said, because investors are getting to the point at which they have ``had their fill of Internet stocks. There's little scarcity value left.' Value exists in wireless, business-to-business, and Internet infrastructure stocks such as Internet Capital Group Inc., Ariba Inc. and InfoSpace.com Inc., Blodget said. He also said HomeStore.com Inc. and DoubleClick Inc. are less expensive than their true value. ``I think the privacy concerns will pass at DoubleClick,' he said.>> Regards, Scott BTW, How's 'the view from the porch' now that the Naz is closing in on 5000?