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To: Art Bechhoefer who wrote (16939)	12/4/2000 7:30:47 PM
From: Starlight	Respond to of 60323

Art - RE: Put another way, the profitable component stocks in NASDAQ do not appear overpriced at all--underpriced if anything. For just one example of this, check out Lam Research (LRCX). It's selling for 8x earnings and has beaten estimates for last 5 consecutive quarters. It's around 14 3/4 now -- was over 55 earlier this year. Who knows - it could go even lower. (Disclaimer: Yes, I own it -- just bought it.) Betty

To: Art Bechhoefer who wrote (16939)	12/4/2000 8:08:45 PM
From: Ausdauer	Read Replies (3) \| Respond to of 60323

Amazon Top 100 Please look at device types, not just whether or not they happen to use flash memory or SanDisk cards. my take... Digital Photography is irresistable and increasingly affordable. The installed based of early generation B&W PDA's is growing rapidly. MP3 players based on flash solutions are selling well even above the $200 price point. _________________________________________________________ Amazon Top 100 01) Palm IIIxe 04) Handspring Visor (slate) 05) Olympus D460 digital camera 08) Palm IIIc 12) Handspring Vison (platinum) 13) KB Gear JamCam 14) Diamond Rio 500 (gray) 19) Philips EXP103 Expanium MP3 Player 21) Kodak DC3200 digital camera 23) Viking 64 MB 3.3 Volt SmartMedia Card 25) Creative Labs Nomad Jukebox (silver) 26) Canon PowerShot S100 Digital ELPH 29) Viking IntelliFlash USB Flash Memory Reader 30) Olympus D-490 Zoom digital camera 31) Garmin eTrex GPS 33) SanDisk 32MB SmartMedia Card 35) Kodak DC3400 Zoom digital camera 36) Handspring Visor Deluxe (graphite) 38) Compaq Aero 1550 Pocket PC 39) SanDisk 16MB SmartMedia Card 43) Olympus D-360L digital camera 44) Creative Labs Nomad Jukebox (blue) 45) Creative Labs NOMAD II Digital Audio Player 47) Canon PowerShot S10 Digital Camera 52) Handspring Visor Deluxe (blue) 58) Best Data "Cabo 64" MP3 Player 59) Handspring Visor Prism 64) Viking 128 MB CompactFlash card 67) Fuji FinePix 1400 Zoom digital camera 68) Handspring Visor Deluxe (ice) 73) Diamond Rio 600 32MB Digital Audio Player 76) Viking 64 MB Compact Flash with Adapter 78) Olympus C3000 digital camera 83) Creative Labs Nomad II Digital Audio Player (blue) 87) Sony MVC-FD73 Mavica Digital Camera ___________________________________________________ In the future I see floppy Mavica users upgrading from 640 x 480 resolution "paper weights" to multi-megapixel flash-based cameras, Palm and Handspring users upgrading to color PDA's with standard flash memory slots, and millions of youths upgrading from 32 and 64 MB on-board Rio! players to MP3 players with SanDisk TriFlash on-board and dual stacked MMC slots. Ausdauer@look_how_huge_these_markets_can_be.com

To: Art Bechhoefer who wrote (16939)	12/5/2000 5:23:31 AM
From: Craig Freeman	Read Replies (2) \| Respond to of 60323

<On Topic ... for a change> Art, re: "the 1972-1974 bear market." The NASD is plummeting downward toward an S&P uptrend. 'Net stocks and .COMs are dead meat (for good reason) while "good tech stocks" are being dragged down with them. finance.yahoo.com^IXIC&d=5y&x=on Equilibrium, will occur when the two meet in the near future. After a brief period when the markets are oversold, tech stocks with earnings will rise to the top. It happens over and over and over again. Been there, done that, and it still iritates my colon. My best to all who read this post. After watching your net worth hit the dumper, my only advice is to be sure to take plenty of TUMS -- and a Magnesium suppliment too. Reminder: "Calcium for strong bones and teeth; Magnesium for strong bones and a healthy nervous system (aka the ability to sleep)." Craig finance.yahoo.com^IXIC&d=5y&x=on