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Pastimes : ASK Vendit Off Topic Questions -- Ignore unavailable to you. Want to Upgrade?

To: freeus who wrote (17433)	12/21/2000 11:23:38 AM
From: avanti77	Read Replies (1) \| Respond to of 19374

You don't think there will be new leaders then and these companies will stay mired with small p/e's? I'm not looking for everything I buy to be dirt cheap, but I'm continuing to keep a careful eye on risk/reward, and balance value and growth. I did pick up a little EMC near 55. As we talked about, some of my new leader plays are in the alternative energy sector. I like CPST and AMSC at their current prices, and made some small nibbles. But mostly I'm sticking to top tier players that will attract incoming $ first. I think the market is trying to find a bottom, and bottoms are supposed to be ugly. This process has been a horrible experience for nearly everyone I know! But hey, I see we're green today - hallelujah! Donna

To: freeus who wrote (17433)	12/24/2000 9:06:01 AM
From: mishedlo	Read Replies (1) \| Respond to of 19374

<<Thank you so much. I need to regain some "courage" because obviously at these prices sunw, csco, intc and msft are pretty amazing. You don't think there will be new leaders then and these companies will stay mired with small p/e's? Hard to be contrarian but wise, as I know from not being contrarian in Jan-April. Freeus>> Freeus. Why is CSCO or SUNW a buy at these levels. If you are thinking, technical bounce, you are thinking correctly. I see far too many people that think these are "real LBTH bargains". I do not care how far these things have fallen. People keep seeing bargains in JNPR, bargains in BRCD, bargains in MSFT, bargains bargains bargains. I missed the technical bounce. I do not care. A bargain to me is another chance to short JNPR at 150, or RIMM at 90. I missed the last opportunity. Greenspan can only fix the absurdity of these prices by delaying the rate cut once again. Which is exactly what I expect. M