Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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 : Network Appliance -- Ignore unavailable to you. Want to Upgrade?

To: Ken Bobey who wrote (5066)	11/16/2000 4:40:27 PM
From: Boplicity	Respond to of 10934

As of now I'm looking to go long. I believe it's too late to short in the current cycle, so I'm flat in that regard. I have already enter in to long positions in select silver backs, to use a G term, with QCOM as my largest holding. I have been waiting for NTAP and others to come to me before I put the rest of my cash to work. So I'm wrestling with the valuation picture since that is what the market is doing and every investor should be doing, unless of course they don't care if their money get's cut in half or more. If no one here wants to tackle the valuation part of the equation, so be it. Greg