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Technology Stocks : Jimbo's Playhouse/CPQ -- Ignore unavailable to you. Want to Upgrade?

To: Night Writer who wrote (7763)	10/8/2000 9:16:51 AM
From: Mao II	Read Replies (1) \| Respond to of 12662

NW: These updates of yours are interesting. Id wager that more than at least one of your bummers -- WCOM -- is damn near close 2 its bottom. Certainly its at accumulate levels, in my opinion. VZ has been quite strong during this selloff. Telcom sector is going to have some major moves shortly, I think. The valuations in the face of the prospects are just tooooooo compelling. ADCT comes to mind. The DSL area -- CMTN, NTPA. Wireless plays. Im looking for a ride up, at least in the short term; in general Im trying to identify good companies whose previously strong stox have been slaughtered on non-company-specific news or generalized hand wringing, OR, conversely, strong stox of good companies that have bucked such trends. That said, ready to short instantly. M2