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Strategies & Market Trends : Piffer OT - And Other Assorted Nuts -- Ignore unavailable to you. Want to Upgrade?

To: Junkyardawg who wrote (57693)	10/26/2000 1:49:00 PM
From: The Phoenix	Read Replies (1) \| Respond to of 63513

Sheesh! What a market.... Junky... you had to know that JNPR was going for a ride on market weakness. I'm suprised it's holding where it is. It's probably a $60 stock... maybe. JDSU too.. almost no matter how good the number is the report will cause analysts to look at the valuation and it's not pretty... GLW - now trading at 10x rev. around 50PE (YE2000) and 40PE forward 01. Still a little pricey but given the growth rate forecasts I think it's pretty fairly valued... and should go higher. That said the market hasn't overshot yet which I guess is required (I never figured that one out) so GLW will probably go into the low 50's... who knows. I added at $68 but will wait to add more of anything at this point. I've got cash in hand and am waiting. Of course I wish I had more cash than I do.....

To: Junkyardawg who wrote (57693)	10/26/2000 1:54:45 PM
From: Diana	Read Replies (1) \| Respond to of 63513

Sounds like you are managing your money like a genius! I've been thinking about other sectors that this market hasn't scoured. NTAP, EMC, etc should be next. But I think the great gains in biotechs have to be flushed. Then the Oils. Can you think of anything else that has contributed as much as $1 to a portfolio this year that hasn't been slapped? I'm in the process of developing insanely lowball bids based upon a 30p/e or below for growing technology. . .