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To: Dale Baker who wrote (19534)	7/14/2000 1:52:14 PM
From: Dale Baker	Respond to of 118717

BRZE upside pre-annoucement: biz.yahoo.com

To: Dale Baker who wrote (19534)	7/14/2000 2:29:09 PM
From: Czechsinthemail	Read Replies (1) \| Respond to of 118717

The wireless plays may work out well. There is certainly a lot of growth ahead in that arena. As the market moves up, more players seem to be flocking to concept stocks again. I've noticed lot of money seems to be moving back into software, biotechs and other companies without prospects of earnings this side of the horizon. Some of the appeal seems to be a desire to shift from cyclical techs to those that will hopefully escape a cyclical downtrend and continue their growth regardless of how the overall economy fares. There is a certain glamour and sexiness certain growth stocks have. They are growing extremely fast with no end in sight and they can draw a lot of money from funds and civilians alike on the premise of limitless growth. But with memories of the most recent spring fresh in my mind, I feel more cautious around high flying companies, particularly those without pretty solid footing and visible earnings. I'm also shy around what I consider to be great companies but high-priced stock. There are many tech companies that will show stellar growth for a long time to come, but their high stock prices create too much market risk for my taste. Some of the cyclical growth companies like semis, semi equips and capacitor makers like KEM and AVX look like better values right now. Even though business is booming, they are not priced to go to the moon. There is a lot of caution and fear of the downside priced in the stocks, which I think offers better potential and often more limited risk. Stocks in which investors are clearly aware of a downside are likely to offer better risk/reward values. When the fear shifts from fear of falling to fear of missing out on the upmove, that is the time to quietly head toward the exit.