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To: American Spirit who wrote (45468)	1/12/2001 3:49:00 PM
From: Softechie	Respond to of 57584

AS What you're saying makes sense but I'm not sold that everything is honky-dorry just yet. I'll reserve my bears on net equips and playing long on MSFT LU WCOM.

To: American Spirit who wrote (45468)	1/12/2001 3:53:12 PM
From: American Spirit	Respond to of 57584

Okay Softie. Like your safe longs at least. Still anticipating takeovers and mergers in telcoms. LU, WCOM, FON, Q, someone big's gonna grab something. Telecom equipment companies will be weak for awhile depending on low cheap they already are. Just remember investors are starting to buy for the second half recovery and beyond. So value is worth something again. for awhile three it wasn't. That is also why I'd buy AAPL here. Down from 65 to 17.