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To: GST who wrote (110662)	10/17/2000 2:10:22 PM
From: Elmer	Respond to of 164684

Check out Kleiner child, CoSine (COSN)

To: GST who wrote (110662)	10/17/2000 2:10:48 PM
From: H James Morris	Respond to of 164684

>I trust you are doing ok? Gst, yes and no. My puts/shorts are doing well while a lot of my longs are losing me money. A case in point. I sold AOL today at 46, my average cost was 56. I'm kicking myself because I forgot AOL derives a lot of revenue from Internet advertising.!!!!!! And as we all know that's the KISS of death!

To: GST who wrote (110662)	10/17/2000 2:30:29 PM
From: H James Morris	Read Replies (2) \| Respond to of 164684

Gst, do you remember the old America dream team which consisted of Amzn,Aol,eBay,Pcln,and Yhoo? This is the new economy dream team and it tells you why. >The near-term risk, however, is that many of these new leaders are priced at enormous valuations now. Ciena, for example, trades at 437 times estimated 2000 earnings; Juniper is at 517 times earnings. Given those lofty price-to-earnings multiples, many analysts are worried the stocks could suffer a bruising selloff near term, if the market overall continues to slide. Still, in the long run the stocks are likely to remain leaders--and continue to carry high valuations--as long as Wall Street trusts that they will show the rapid earnings growth that Intel and its peers once provided, analysts say. The near-term risk, however, is that many of these new leaders are priced at enormous valuations now. Ciena, for example, trades at 437 times estimated 2000 earnings; Juniper is at 517 times earnings. Given those lofty price-to-earnings multiples, many analysts are worried the stocks could suffer a bruising selloff near term, if the market overall continues to slide. Still, in the long run the stocks are likely to remain leaders--and continue to carry high valuations--as long as Wall Street trusts that they will show the rapid earnings growth that Intel and its peers once provided, analysts say. The near-term risk, however, is that many of these new leaders are priced at enormous valuations now. Ciena, for example, trades at 437 times estimated 2000 earnings; Juniper is at 517 times earnings. Given those lofty price-to-earnings multiples, many analysts are worried the stocks could suffer a bruising selloff near term, if the market overall continues to slide. Still, in the long run the stocks are likely to remain leaders--and continue to carry high valuations--as long as Wall Street trusts that they will show the rapid earnings growth that Intel and its peers once provided, analysts say. latimes.com