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To: Gottfried who wrote (82262)	12/20/2000 10:48:59 PM
From: Sam Ferguson	1 Recommendation Read Replies (1) \| Respond to of 95453

Has anyone heard from ISOPATCH? He has called the market trends for some time and I for one would like to hear how he is handling his portfolio today. Haven't seen him post for a week. Sure hope he isn't ill and is just enjoying a little winter sport.

To: Gottfried who wrote (82262)	12/20/2000 10:51:22 PM
From: inchingup	Read Replies (1) \| Respond to of 95453

Hi Gottfried: Regarding P/E, I probably should have added that the multiple has not changed significantly since (I believe they mentioned) April's downfall. In essence, stating that with the economy slowing and profits deteriorating the Naz has basically remained essentially unchanged P/E wise and that it is still much overvalued "as a whole". On the bright side CNBC has been "pumping" the hell out of this sector for quite a while. What an "about face". Sorry for not clarifying my post.