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To: ItsAllCyclical who wrote (82098)12/19/2000 3:01:47 PM
From: Warpfactor  Respond to of 95453
 
I'm in Jim's camp on tech. For the foreseeable future I suspect tech will meander downward, based on some rumblings here in SV.
Hey, a report in a SF newspaper about San Mateo County homes actually dropping 5% in average sales price during the month of November. Maybe I will get to buy a house yet with my energy profits.
On the fire sale tech selloffs such as we had at the beginning of December, I'm playing the ex-Golden Boys for bounces: JDSU, BRCM, PMCS, NTAP, RFMD, QCOM, VTSS.

Warp