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Pastimes : Home on the range where the buffalo roam -- Ignore unavailable to you. Want to Upgrade?

To: Boplicity who wrote (3271)	8/2/2000 1:12:14 PM
From: Wyätt Gwyön	Read Replies (1) \| Respond to of 13572

I think optical bubble will continue for some time, but not so much easy money. Better to set in for long haul there as big names JDSU/SDLI work into their valuations over the next year...adding only to second-tier names on big pullbacks. I want to learn more about bio now as potential for big moves. What a field, though. Fiber optics is simple to get a handle on by comparison. Wireless...hard to know when the magic will be back there. Notice a big diff between wireless and FO: wireless going down due to decelerating fundamentals; FO just letting some air out of the bubble, but fundamentals still hot. Hot fundies can always reflate the bubble, but dead fundies means dead money, and what seemed like "dead but safe" money a few months ago (e.g., QCOM above 100, NOK above 50) was (in retrospect) clearly "dead but still farther to go down into the grave". Will take a while to get out of grave. I was trying to play a popup on NOK to 48ish, but weakness caused me to exit yesterday. Look to reenter at 36.