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To: Boplicity who wrote (9412)	1/28/2001 5:08:03 PM
From: Walkingshadow	Read Replies (1) \| Respond to of 13572

Greg, Some very encouraging comments their, from a company that could, arguably, be taken as something of a surrogate for the future of the Naz. I just can't see a sustained rally in the Naz without the participation of the likes of CSCO, so the fortunes of the Naz to me are to a large extent pegged to CSCO's fortunes. I also found his comments about the Fed interesting. I wonder if AG has been starting to rely more on "alternative" sources of data (e.g., talking to the likes of Chambers) rather than the usual round of johnny-come-lately statistics and reports, and if going forward this might mean a more nimble, responsive FOMC, and if GWB had anything to do with this......... I suspected all along (I posted or PM'd this to somebody at the time) that when GWB and AG met just after the election, that they struck some sort of deal, and that GWB asked him to not ease at December's FOMC, but instead surprise us all after a couple of weeks. Everybody loves a pleasant surprise, after all, and what a great political shot in the arm to kick off his administration, and set the tone........ JMVHO T

To: Boplicity who wrote (9412)	1/28/2001 9:54:31 PM
From: Zeev Hed	Read Replies (2) \| Respond to of 13572

Greg, someone asked m to look at CPST last week in PM. I spent few hours on their site and looking at their financials. They are currently well financed all right, but the valuation relative to their potential over let say the next five years is completely out of whack. Even if they do achieve a rate of a 1000 turbines per month, there is no way they are going to achieve positive cash flow with that. Right now, on 211 turbines, the average selling price they get $29,000/turbine is still some $5,600 less than their cost, that should decline in time and increased volume, but at their current maximum capacity of 20,000 turbines per year (according to their own site) (mind you they have a backlog of 890 turbines now that they cannot ship within a year), will be at best a sales rate of about $500,000,000, and that is not even five years down the road, probably more like 7 or 8 years, but you people are willing to pay $ 3 billions in capitalization for that? That is not real. If that is not enough, the last two public offering were mostly to bail out early Investors, not much money to the company's coffer, and I am told that they have a lock out coming February 15th.I fell so strongly that this nothing but hot air and hype, that when asked for short recommendations (I do not short myself) I suggest that any excursion above the $39 area should be good shorting area (with appropriate stop losses of course). I think this one has the potential of going well under $15 in the next six months. Zeev