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

To: Jorj X Mckie who wrote (1933)	10/17/2000 7:32:04 AM
From: wlheatmoon	Respond to of 2850

tom/john/tim, let's look at this list from two perspective. one is for short term trades/position plays. another is for someone like me who is just too busy to keep up with the market. i have no time to do much with the market and so i have to think in terms of long term buy and hold. seems to me that all of sudden, there's this negative sentiment that has driven many solid companies way down. this is market at it's best....greed versus fear. unfortunately,,,i don't see enough fear yet. however, there are probably some compelling buys out there at current levels. if we put aside the psychology of the market, there is still a fair bit of negative sentiment regarding the semi's, pc's, and cellular sectors. fiberoptics still look very strong and we're probably in the very early innings in that arena. network storage is also in the nascient stage. we're simply going to have more and more data and that needs protection and storage. b2b look like another huge growth sector. flash memory as a subsector of semi's look good, but the stocks sure have not been behaving as if it's a strong area. i believe that the biotechs have a lot of growth and that we are entering a decade of unbelievable discoveries in health care and therapy. finding the right companies will be hard. there are only about a million of them. all of what i've said is true, but the valuation remains in question. i don't know when it's too cheap and when it's too expensive. the bears will continue to say that the market is overvalued and the bulls will continue to say the opposite. they'll never change. i truly believe we are in a bear market and it will take a fair bit of basing in this area before we can start another leg on the bull. we'll have tradeable rallies for those who have the time do that because there will be some serious volatilities here. i don't see that the bull is dead, but rather that the bull got kicked in the nuts and will need a time to heal. that's ok. the bull was getting too arrogant. "today a rooster, tomorrow a feather duster." the cycle continues. mike

To: Jorj X Mckie who wrote (1933)	10/26/2000 10:05:18 AM
From: John Pitera	Read Replies (1) \| Respond to of 2850

Tom, the list you guys have been working on is an excellent effort. when you look at network infrastructure, it's impressive all of the competition that has been created in that area. In fact this has occurred in many areas...thus the boom bust cycle of capital expansion and contraction in the economic cycle.

To: Jorj X Mckie who wrote (1933)	11/9/2000 5:39:46 PM
From: Logain Ablar	Read Replies (2) \| Respond to of 2850

============The List================ Adding CREE & RMBS Fiber Optic Components: GLW, JDSU, MRVC, NUFO, STLW, FNSR, CREE Fixed Wireless CAMP Mobile Wireless QCOM, nok, INKT Network Infrastructure CSCO, JNPR, CHKP, RBAK, INKT, EFNT, SCMR, NT Storage EMC, NTAP SAN/FC BRCD, QLGC, EMLX Flash Memory SNDK, SSTI Semiconductors -Network Infrastructure/Optical PMCS, BRCM, AMCC, LSI -Wireless RFMD, AHAA, TQNT, ANAD, VTSS -General ALTR, XLNX, ADI, TXN, RMBS Semi Equipment KLAC, AMAT, NVLS Software ORCL, WIND -B2B CMRC, ARBA, ITWO, -B2Bi WEBM, TIBX, BEAS, VITR, SEBL -Security ENTU, RSAS, VRSN Biotech/Genomics PEB, MLNM, HGSI, AFFX, IMNX, AMGN, DNA, BGEN, AVIR, ELN, CLTX, TGEN, NMPS, HYSQ, INCY Precious Metals NEM, ABX, GOLD, AU, SWC, PAAS <g> **Contract Manufacturers JBL, SLR, SANM, FLEX, CLS