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Pastimes : Home on the range where the buffalo roam -- Ignore unavailable to you. Want to Upgrade?

To: Boplicity who wrote (8499)	1/5/2001 12:52:37 AM
From: mishedlo	Read Replies (1) \| Respond to of 13572

What has changed from last year, or the last 10 years? Have we totally build out the network? Have we reached tech nirvana already? I just don't get it, and I fail to understand or see what others do regarding a world wide damaging slowdown! Greg it is simple to me as well. The RATE of the buildup of the network is slowing considerably. The 200% growth that is factored in the PEs, simply is not there. Is China, South America, or Korea going to have the rate of growth needed to keep PEs at a reasonable level? Look at China and CDMA as a very very good example. On, off, on, off, on, oof. OOF a typo but I like it. Now add in a slowing world economy and what do you have? One big mess that is going to take TIME to fix. One hell of a lot of time if we have a world wide recession. You keep putting your blinders on an say "THERE WILL BE NO RECESSION". Well maybe you are right. However, the markets are quite worried about it. Does the market like uncertainty? Are PE's still at historic high levels? I am trying not to preach, although I know I am. I apologise for this, but this is what I believe the bulls fail to see. The end is near. That we agree on. You are just a few months to 6 months early. I will be beating the "BUY BUY BUY" drum this year I assure you. One of the things I will look for is when stocks stop falling on bad news and people stop chasing them. Right now I see a Ping Pong ball dropped on the floor. Each bounce is not as far as the last one, but the declines are so steep that the big bounces are shortable. When the bounce acts like a beach ball on sand, and the market refuses to go lower, I will SCREAM BUY. I will buy LEAP calls on all my favorites. LEAP calls THE BEST PLAY. Patience is the key. Right now my leap puts are betting on CSCO at 18. Does any of this make any sense? M