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

To: SecularBull who wrote (8588)	10/18/2000 3:57:17 PM
From: DepyDog	Read Replies (1) \| Respond to of 65232

What in the world clobbered Tern???Beat the street by0.03 cents and it is down over 21 pts. WOW...I used to have it but got out some time ago...geesh. Hope none of the Porchers have it. (Depy,feelin bad for Tern holders.)

To: SecularBull who wrote (8588)	10/18/2000 4:00:53 PM
From: Jim Willie CB	Read Replies (1) \| Respond to of 65232

the beginning of many coming down 15-20% IMO these high valuations will not tolerate the uncertainty of the next few weeks I think gigabit networks and fiberopt are vulnerable JDSU under 90 again I see shorterm breakdowns all over the place some are leading right into nearterm breakdowns Covad (COVD) was brutal, just brutal Efficient Netwrk (EFNT) more brutal that is the DSL space the Internet damage is pervasive Infospace (INSP) down 50% recently Broadvision (BVSN) down 50% also recently hmm, RR's (my) BEAS is still in breakout mode really tricky couple weeks upcoming / jim