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To: Boplicity who wrote (10042)	3/30/2000 9:32:00 PM
From: Dealer	Respond to of 35685

From: crdesign--Cooner, I think Dealer is really a secert hacker and she managed to take over the entire thread! she will only release the thread when she gets paid.........$1,000,000,000 Hee hee hee heeeee! Sans "Austin Powers" T

To: Boplicity who wrote (10042)	3/30/2000 9:33:00 PM
From: crdesign	Read Replies (2) \| Respond to of 35685

Test

To: Boplicity who wrote (10042)	3/30/2000 10:46:00 PM
From: Jim Willie CB	Read Replies (2) \| Respond to of 35685

yes, reality is beginning to set in on valuations but I suspect it will focus on the Walking Skeleton internet stocks initially you seem to think all high valuation stocks will be hit? perhaps initially, but real profit growth will sustain the valuations and so will real niche ownership and domination e.g. Qualcomm, Uniphase, and other strong gorilla charlatans like Siebel and Real Networks then you have the array of superduper niche players whose growth will sustain their prices e.g. CREE, ELON, CNXT, NTAP, FDRY, TERN, JNPR, ATML I tend to think many high valuation stocks will be challenged I would prefer to see such jokes as Cisco knocked down a peg that is a $44 stock if I ever saw one, not $74 CSCO PE now trades at about 3.2 times its growth rate ... and a valuation of $500B CSCO is now enjoying rich internet valuation that aint gonna last long CSCO is seen as the largecap internet networking pure play give me a break !!! bring in Nortel and whack their arrogant asses raising attention to the QQQ is wise that is a better measure of the Nasdaq than the composite I need to run charts on QQQ more often in my view, the S&P is to the Dow what the QQQ is to the NazComp the Dow is 30 stocks, with maybe ten dominating would you believe almost 80% of the NazComp is made of ? MSFT, CSCO, INTC, ORCL, QCOM, JDSU this summer the internets burn, baby, burn that is: burn out, not rise up trouble is, stars like ITWO, CMRC, INKT will get hurt profits and profit growth is what will direct the burning so many of these firms are profit skeletons without an ounce of meat profit on them sales growth does not justify market capitalization in my book just watch Amazon go down in flames in the next 15 months !!! yeah, take DrKoop down to 25 cents per share and take Street.com down to 12.5 cents per share take Amazon down to $5 where it belongs and take the majority of the remaining internets down 75% once the internet consolidation accelerates, valuations have forever lost the benefit of massive ambiguity interesting how the biotechs got a worse whacking than many internet stocks, and they have real legitimate promise of revolutionary concepts and products just shows how dangerous speculation is, and how much ambiguity still remains ensconced within the internet how many times have we heard "nobody knows the potential of the internet?" / Jim Willie

To: Boplicity who wrote (10042)	3/30/2000 11:22:00 PM
From: Voltaire	Read Replies (3) \| Respond to of 35685

Hi Greg, I feel the only reason this time feels different is because the extreme losses and desperation by the Houses to rescue their funds are different. They have never been this desperate therefore everything looks out of kilter. No way, remember it will be the same Houses that are presently sucking the blood out of the NAZ investors that will also be there to save their ass. This should be a comfort to everyone. THE HOUSES WILL NEVER DESTROY THEIR INVENTORY. They only want to frighten, not panic the NAZ investors. We will see a couple of severe head fakes tomorrow and then in the afternoon the race will be on to fortify inventories with the NAZ stocks. We then begin the earnings run capsule. Sleep well everyone, V