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To: shamsaee who wrote (89186)12/6/2000 12:30:50 PM
From: Boplicity  Respond to of 152472
 
I only like SEBL in that bunch. The others I worry about with the PC and the communication sectors slowing. JNPR seems to be immune to the worry. What you have done is what I expect to see a lot of investors to do, that's why I'm looking for some base action as we work off the worry from the drop and the sellers in waiting from buying higher that are now happy to get it out off the bottom. (Man I would love to see that instead of shooting right back up.) As far as buying, I'm uncomfortable telling anyone to buy or sell.

re: the PC sector

I was just saying to myself that the PC sector is going to be one ripe area for investing down the road. What needs to be done first before the above can happen is to provide an incentive to upgrade and to expand the first time buyers like we had not to long ago with multimedia and connecting to the Web. I feel that incentive will be broadband and the need for processor power to handle all that data streaming in. That last statement is what bothers me about health of the market over all going forward with the slowing of the roll out of broadband that Mr. Greenspan caused since I feel broadband for the masses is the next big thing. So, in the in term I'm concentrating on the CELL sector, while waiting for the PC sector to come back.

g