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Technology Stocks : John, Mike & Tom's Wild World of Stocks -- Ignore unavailable to you. Want to Upgrade?

To: wlheatmoon who wrote (2124)	1/10/2001 4:56:55 PM
From: John Pitera	Read Replies (2) \| Respond to of 2850

Mike, I agree with you look at FDRY, INSP, BVSN, VERT EXDS as a few speculative issues to consider. FDRY has a low PE and capex slowdown is not permanent (that's the bull case) look at the rallies in FON, T, WCOM, GX, Q, LVLT, MCLD that sector has been through a major bear market and their are good values. LU should be worth more (I think -g-) ERICY, Is a very exciting stock here, I'm going to post a Barron's piece from 11-27-00 in a moment. AV looks interesting if the earnings pan out. so that's a list of things to look at If our 3 month rally does develop, between Jan 3rd and the end of the month -g- (is the bottom in??--trading bottom?????)