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Technology Stocks : JDS Uniphase (JDSU) -- Ignore unavailable to you. Want to Upgrade?

To: larry who wrote (19332)	3/10/2001 1:17:02 PM
From: Tunica Albuginea	Read Replies (2) \| Respond to of 24042

larry!!!!!!!!!!!I started reading your post and fell off my chair!!!!!!!! I will medicate myself and return for the rest............ PS: You are sure you are not smoking??????? "SUNW 12 ORCL 12 CSCO 14 INTC 20 MSFT 35 DELL 15 JDSU 15 QCOM 30 EMC 25 YHOO 5 MOT 10 NT 12" I've been telling you for years not to invest in Biotech!! Look what it did for you!! LOL PS: If YHOO does go to $5, would it be worth buying at all? VBG TA

To: larry who wrote (19332)	3/10/2001 1:27:18 PM
From: Tunica Albuginea	Respond to of 24042

Roth at NT appeases the Gods donkeybusiness.com Q:Time to change Deity? TA

To: larry who wrote (19332)	3/10/2001 5:05:31 PM
From: Tunica Albuginea	Read Replies (2) \| Respond to of 24042

larry, are these " bottom ", " panic " prices, or are they "stabilization prices ", ie after the stock has rebounded from it's lows and over a period of weeks? months? has attained equilibrium: " My bottom target price for these leader issues are: SUNW 12 ORCL 12 CSCO 14 INTC 20 MSFT 35 DELL 15 JDSU 15 QCOM 30 EMC 25 YHOO 5 MOT 10 NT 12 " ====================================================== I am starting to look at other companies that could be come compelling buys. Again difficult to pick bottoms, but certainly we can look and try and guess best possible way, JDSU 1 26 -7.6% GLW 27.01 -5.2% NUFO 16 3/4 -6.6% JNPR 54 7/8 -11.1% CIEN 65 1/8 -9.1% NTAP 21 1/8 -15.5% SEBL 1 27 5/16 -4.4% NEWP 35.13 -11.6% ALA 38.50 -7.9% NT 17.90 -1.9% ORCL 12 16 3/8 -6.4% A 37.05 -7.4% AVNX 19 13/16 -7.6% TFS 16.03 -9.7% GX 4 16.30 -8.1% TXN 1 32.75 -5.9% LVLT 1 21 7/8 -3.6% QWST AMAT 1 46 3/4 -7.1% EXDS 1 12 9/16 -11.5% VTSS 41 7/16 -4.6% BRCM 16 38 5/8 -5.6% PMCS 35 15/16 -4.5% AMCC 26 7/16 -11.1% TXN 32.75 -5.9% CPQ 18.50 -13.0% IBM 99.29 -6.7% MSFT 56 11/16 -4.3% FDRY 11 -8.3% CSCO 15 20 5/8 -9.6% INTC 20 29 7/16 -11.5% NVDA 50 1/16 -7.1% AMD 23.30 -10.4% SUNW 17 7/16 -14.2% SEBL 27 5/16 -4.4% ORCL 16 3/8 -6.4% CHKP 66 3/4 +0.8% VRSN 40 7/16 -9.4% EMC 34.35 -7.5% NTAP 21 1/8 -15.5% BRCD 27.38 -17.8% ITWO 19 1/2 -9.0% CMRC 11.00 -19.3% ARBA 11 1/2 -15.6% CNC 13.65 -4.5% EBAY 34 -13.1% YHOO 17 -3.9% AOL 42.87 -3.7% DCLK 12 -0.5% INKT 7.75 -12.4% A 37.05 -7.4% SLR 26.29 -8.2% CLS 43.95 -9.7% FLEX 26 15/16 -8.9% SANM 30 3/4 -7.2% CRA 38.12 -0.4% PDLI 45 11/16 -4.9% MEDI 38 7/16 -8.6% IMNX HRC 14.01 +0.1% QCOM 51 15/16 -9.3% BEAS 30 3/4 -8.4% AETH 21 5/8 -3.4% NEWP 35.13 -11.6% SEBL 27 5/16 -4.4% CIEN 65 1/8 -9.1% CHKP 66 3/4 +0.8% BRCM 38 5/8 -5.6% PMCS 35 15/16 -4.5% SCMR 14 1/8 -7.0% NUFO 16 3/4 -6.6% ONIS 29 7/8 -1.2% MERQ 38 5/16 -8.9% back much later, TA ========================================= you said Message #19332 from larry at Mar 10, 2001 9:09 AM t2, Glad that you are still alive.:) I firmly believe that Nasdaq will hit 1400-1500 before finally bottoming out. The daily volume is still way too high for the bear market to end its course. Last year I was predicting 1800, and early this year, I change that target to 20% lower. We will get a fake rally at 2000. However, there is no support at 2k, and the next leg should lead us to 1800. This will be a great buy opportunity for a rally to 2k. Then it's sell time again. I think it will take us at least 3-4 legs down to get to 1400. My bottom target price for these leader issues are: SUNW 12 ORCL 12 CSCO 14 INTC 20 MSFT 35 DELL 15 JDSU 15 QCOM 30 EMC 25 YHOO 5 MOT 10 NT 12 These tentative targets may be still too high if market conditions deteriorate. For example, I am expecting INTC to report $75 for the year, and at $20, it will still give the issue a PE multiple of 28, which is very very high considering the significant negative growth it shows. MSFT is very dangerous at current level and i, offers basically no upside opportunity for the stock. CSCO can get even worse because its great management strategy will come back to haunt them in the near future. I won't be surprised to see it getting another 50% haircut before bottoming out. Selected tech names are offering some decent values now. But as a whole, tech rating is a 2, moderate sell. BTW, does anyone think that Abby is looking more and more like Abby Foolish Cohen now? Is she going to totally destroy her reputation because of a string of silly calls in the last 10 months? More to come? But at least she provided us a great opportunity to sell the rally. larry!