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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: Jim Willie CB who wrote (7005)	10/10/2000 8:12:04 PM
From: solihull	Read Replies (1) \| Respond to of 65232

Nice and upbeat post, JW. Thanks. But, with NAZ and Dow below their respective 20-month moving averages, I'm beginning to get a tad concerned. Maybe time to blow out everything, except optics and NTAP(which includes for me anyway: JDSU, SDLI, PMCS, AMCC...). Where were you on 10/7/98? Remember that day? CSCO hit 20 (split adjusted) I believe. I was shakin' like a leaf. No LTC and ruble collapse to rescue us this year... Be good. john

To: Jim Willie CB who wrote (7005)	10/10/2000 8:17:08 PM
From: SecularBull	Read Replies (1) \| Respond to of 65232

I disagree. The tech winds are not changing. The tech fleet is ebbing and flowing. The biggest mistake that can be made is overpaying for earnings that will never justify some of these PEs. We'll see the payback, soon, in the "optical" players among others. JMHO, LoF