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To: AllansAlias who wrote (36660)	11/12/2000 10:52:50 PM
From: Monty Lenard	Read Replies (1) \| Respond to of 436258

I am showing a lower low than that on 10/09/98 at 12880 Monty

To: AllansAlias who wrote (36660)	11/13/2000 1:41:23 AM
From: Perspective	Read Replies (3) \| Respond to of 436258

BC Market Wrap KSS looking to give up $50 now. FCEL head & shoulders top complete, failing. Important TL test Monday. AMSC, CDTS, SCON very sick. Superconductor stocks should probably make 52 week lows before the bear is over, right? EBAY testing important support; failure would be sweet for da bears. INFY excellent shorting opportunity thanks to pimp job by Fortune mag. I say again, Indian i-nutz themes are a really bad idea in a bear market. SIFY, SINA in same camp. JDSU gave up 80 for good; reshort bounces to 80. JNPR, oh JNPR. You have such a long way to go from here. Make sure you have anti-optical bets on - this bursting bubble may even make the i-nut implosion look mild. Sickamore STILL at 45 times SALES! If this was their best quarter, they could easily lose another 80%. SONS - $7B on a $15M quarter, in voice network infrastructure! Gee, that sounds like a great idea <s>. STOR - similarly brilliant concept. Disk storage on the Net at $5B on a $15M quarter. LNUX - almost covered this one, but it's still trading at 4X sales - twice that of DELL - and it doesn't have the "flight to quantity" safe haven notion of DELL since it is no longer a gigacap. NAVI didn't quite get the bounce I wanted for my re-entry, but that $500M market cap still looks pricey given the state of the web hosting business and only $80M annualized sales. NTRO is in the same camp. Broken, expensive stocks are not good ideas in a bear market. PLUG is still $1B worth of imagination at this point. RHAT represents amazing stupidity on the part of investors. Growth has stalled, and you are left with a miserable business plan and a broken stock trading for $2B on $80M in unprofitable revenue. Still my favorite candidate for the 99'er club. Watching RIMM for confirmation of head & shoulders top. RMBS - excellent entry point! If you've wanted this one, it has retraced to resistance, even as the story continues to decay. SVNX breaking down. A billion dollars worth of imagination? ZIXI should retest its low. Zilch for revenues, but at least they're losing lots of money... SUNW - "B.O.C. Avoid" biting hard - reshort if any bounces to 100 occur. TEK breaking down. Excellent Agilent clone, only worse management and poorer prospects. AOL excellent entry on a classic. INAP - $2.5B on a $20M quarter? Come on... BRCM - high risk entry unless you can get $200. EMC very sick. Add shorts on bounces. CFLO another NTAP clone, only more expensive. Speaking of which, NTAP quite sick, but don't enter unless you get a bounce near that $100 resistance. And, hell yes, I hold positions in some or all of these securities. Caveat emptor. (What's the Latin word for "seller"? <g>) BC