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To: Think4Yourself who wrote (87490)	2/16/2001 4:47:39 PM
From: SliderOnTheBlack	Respond to of 95453

JQP - you've never had me on ignore for 15 seconds - so quit lying (VBG). You love the attention number one; but yes; - for the second time today - you are right... they were excellent posts (lol~). But, seriously; Scott Black - a level headed clear thinker; was just on CNBC and he is seeing the mantra here -> multiple contractions are a byproduct of the reality that the growth rates we just saw - are NEVER coming back... they can't because the Cap Ex pool necessary to suport them no longer exists & is NEVER coming back - period. - not unless we decide to have another Y2K party this xmas for the hell of it; or Goldman Suchs & Co thinks they can sneak in a few more Dr.Koop.coms... not unless someone is going to give COVD another $10 Billion to throw at techland... SUNW - "IS" going to add another nail to the Tech coffin - not only has the "Fat Lady" not sung in Techland; but there is a whole lotta "fat bitches" standing in line, stage left fwiw (VBG). There is NO break anytime soon for Tech - the acceleration in negative news & guidance is yet to come; the worse may not be Q1, or Q2 reporting - but; Q3 from what I am reading... Consumer sentiment is the hammer here. You can NOT have Mr & Mrs. Main Street American read daily about company, after company laying off 10,000 people at a crack... and it aint over. There is NO reason to think that the worst is over - quite the contrary; it's more than likely JUST beginning. So how in the hell can anyone have the chutzpah to chastise anyone for shorting CIEN at a PE of 278 and at 28 x sales ? Or, PPRO for the reality, for the facts presented by Barrons - not the insinuations, or assumptions - just the reality that here is a virtual Dr.Koop.com that has escaped the reality police so far... or, that AMZN has much more to fall and if LU is having trouble accessing capital; do you think AMZN might as well ? - or that even JNPR is not cheap here and that NT, or even JDSU can & will continue to look like Limbo Contestants and not pocket rockets... Bottomline; this is NOT a time to be fully invested in anything for BOTH offensive & defensive reasons. It was NOT long ago that the "Cash Whore$" here were being chastised... but, not any longer ~ Let's see an Oct-'98 capitulation - a real washout; it's what we need & it's what the market really wants - and once again; the market literally (both good & bad) get's what the market wants... Patience & Cash = opportunity. Those who are able to act vs. re-act; to sieze opportunity - will be making the Big Chee$e here shortly...and I guarantee you that sometime this year - NO ONE will be laughing at Gold Stocks - no one... bank on it; because we just got the O'Neill Put ... no mas $ manipulation/intervention.