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Strategies & Market Trends : John Pitera's Market Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: John Pitera who wrote (2818)	9/15/2000 10:00:32 AM
From: The Phoenix	Respond to of 33421

John, I continue to believe this market will continue to deteriorate over the next couple of weeks but will begin to pick up again as we enter earnings season. As you know I focus almost exclusively on tech and the massive changes taking place in the infrastructure, service creation, and business enablers. With that in mind you can pretty much pick-em. I still like the large infrastructure stocks like CSCO, NT, and LU on the upcoming spin-outs. I also like the opto-electronics manufacturers like GLW, NUFO, EXFO, HLIT et al. Of course conspicuously missing here is JNPR and JDSU - two stocks that I continue to worry about due to valuations and available markets. That said JNPR may want to pick up a RBAK, EXTR, or a FDRY to begin rounding out. We shall see. In the services space there are a huge number of companies which I believe Jorj has a better handle on than I do, so I'll leave that one to him. Glad to be back!!! :-) OG