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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Knighty Tin who wrote (80072)	4/24/2000 7:27:00 PM
From: TRINDY	Read Replies (2) \| Respond to of 132070

Michael--Which stocks do you consider to be the good ones in B to B? I'm thinking about taking a small plunge into Commerce One. It may be early, but I can plunge more at a later time. Also thinking about CMGI as a type of closed end fund. Thanks for your comments.

To: Knighty Tin who wrote (80072)	4/24/2000 9:13:00 PM
From: Sanjay Mazumdar	Read Replies (2) \| Respond to of 132070

I dont see a single good one that is cheap. The good ones are down 50% but are still at ridiculous valuations. I like INKT but cannot bring myself to buy any more even at these levels.

To: Knighty Tin who wrote (80072)	4/25/2000 12:07:00 AM
From: Amir Shalit	Read Replies (1) \| Respond to of 132070

Mike, Actually you can find some value (or at least attractive valuation) among the new networking infrastructure companies including: FDRY, ATON, RBAK, EXTR, FFIV and to a smaller extent SCMR (still too expensive) and CMTN (Wrong space). Most of these companies are growing revenue at about 200%+ a year and will have a PE of not more than 50, based on next 12 month eps. All of these companies offer much better value to CSCO, LU and NT than the zero revenue startups they just bought for many billions. My problem is the investment environment which is too dependent on key NAS-duck & DOW leaders that still trade at 3-4 times growth rate. In addition a lot of this economy is just a house of cards built on phony dot com startups and bubble market gains. Regardless, I'm still buying a little. First tech purchases in about three years... Amir