SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Compaq -- Ignore unavailable to you. Want to Upgrade?


To: Bosco who wrote (86302)10/31/2000 2:16:03 PM
From: Night Writer  Respond to of 97611
 
Bosco,
I don't write for any body any more. Your report on Joe B was very accurate. He did think fiber optics was over valued and with a few exceptions thought prices are now more reasonable. Sue pressed on CSCO dropping below $50. He thought CSCO could recover with next week's earning announcement. I found that interesting.
NW



To: Bosco who wrote (86302)10/31/2000 2:16:44 PM
From: Loki  Read Replies (1) | Respond to of 97611
 
Bosco...RE: "Obviously, I disagree with him since I am 150% all in tech, but a big bundle in NT"

150% in tech = margin?

Tech stock with rich valuations are growth stocks.
I am considering lightening my tech exposure by
early 2001 in light of the fact that the FED is
trying to throttle (contain) the growth.

Not sure where I will put all the profits that
Night Writer is promising I will make by Christmas. <g>

CPQ?

Loki