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To: Boplicity who wrote (9269)	1/26/2001 12:53:42 AM
From: techguerrilla	Respond to of 13572

delete

To: Boplicity who wrote (9269)	1/26/2001 12:53:42 AM
From: techguerrilla	Read Replies (1) \| Respond to of 13572

High PE's will always be vulnerable . . . . That's not going to change, Greg. Speculation, however, will not be drained out of the American mentality. The serious gains will be made by those astute enough to understand tech stocks that merit high PE's. But moderate acceptance of high PE's, generally, is returning "slowly but surely" to the market. This whacking of BRCM and PMCS is scary. All it does is make me want to be all the more careful in making my first move out of cash since last December. Frankly, BRCM may very well be a "buy op" tomorrow. It's a great company. You like it, don't you? I just don't have the guts to go into "unmatured" companies that I haven't analyzed over an extended period of time. Companies such as NEWP. OCPI, too, would fit into that seriously "unmatured" picture. That's where the huge money can be made. But it can be lost almost overnight. This is so even though neither of them has a high PE. The bottom line is that I am simply waiting for NTAP's "triple bottom." It's causing me to watch the ticker very carefully here for a few days. I don't want to repeat my QCOM mistakes. They were devasting. I want a small basket of stocks for my IRA. At times I consider the concept of "trading." The problem is that "trading" requires experience and time. I have neither. My best, john