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Strategies & Market Trends : Stock Attack -- A Complete Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Haim R. Branisteanu who wrote (31146)	9/26/2000 9:00:57 PM
From: Doo	Read Replies (1) \| Respond to of 42787

Thanks, Haim. The only thing I know is that they are the obvious darlings, and if this is a real bear, they will come down. And when they fall, we'll likely be near a significant bottom.

To: Haim R. Branisteanu who wrote (31146)	9/26/2000 9:12:20 PM
From: Techplayer	Read Replies (2) \| Respond to of 42787

Haim, Businesses and households will start to see the effects of the buildout next year. In order to build the network a core was necessary. Since much of that is in place, the metro access and last mile needs to be deployed. Companies recently beaten down in these areas will look incredibly cheap at present levels even if the market declines much further. Many are down 60-90% and are profitable, growing companies with PE's significantly below Growth estimates. The ones that are expensive still are the large caps. tp