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Technology Stocks : John, Mike & Tom's Wild World of Stocks -- Ignore unavailable to you. Want to Upgrade?

To: John Pitera who wrote (1914)	10/12/2000 2:07:11 AM
From: Jorj X Mckie	Read Replies (1) \| Respond to of 2850

John, I would like to as well. Here is a start for discussion: Fiber Optic Components: GLW, JDSU, MRVC, NUFO, STLW Fixed Wireless Mobile Wireless QCOM Network Infrastructure CSCO, JNPR, CHKP, RBAK, INKT, EFNT Storage EMC, NTAP SAN/FC BRCD, QLGC Flash Memory SNDK, SSTI Semiconductors -Network Infrastructure/Optical PMCS, BRCM, AMCC, LSI -Wireless RFMD, AHAA, TQNT, ANAD, VTSS -General ALTR, XLNX, ADI, TXN Semi Equipment KLAC, AMAT Software/B2B/B2Bi/Security ORCL, CMRC, ARBA, ITWO, WEBM, TIBX, BEAS, VITR, ENTU, RSAS, VRSN

To: John Pitera who wrote (1914)	10/12/2000 9:02:56 AM
From: Logain Ablar	Read Replies (1) \| Respond to of 2850

Hi John: Well I don't know if yesterday was the bottom but short term it seems like it. Not sure how much of a rally we have before a retest. I'm assuming we did bottom and can rally through next week unless IBM or some other bell weather disappoints and / or gives poor 4th qtr guidance. Technical damage was pretty severe this time and in the caution mode I still feel we have entered a bear and we are only starting the second phase. This should be a good tradeable rally. Won't have much time over the next couple of days and Tom's list looks pretty good. We need the growth and valuation theme mix. Tim