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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: Voltaire who wrote (32986)	3/10/2001 11:25:16 AM
From: Jim Willie CB	Respond to of 65232

AG = PRIDE CONTROL ARROGANCE OBFUSCATION DIVERSION

To: Voltaire who wrote (32986)	3/10/2001 11:45:41 AM
From: RR	Read Replies (2) \| Respond to of 65232

Howdy from the SEC Tournament! How 'bout them HOGS! Your boys going to have trouble today, V-man. Hogs going to have their hands full, too. Rick

To: Voltaire who wrote (32986)	3/10/2001 7:17:36 PM
From: stockman_scott	Read Replies (2) \| Respond to of 65232

V: I think Catcher has a good perspective... Message 15480923 <<...<"Then the big boys step in, and away we go...>" WS, what happened to tech over last 12 months? Was everyone (analysts, fund managers, institutional invstrs, etc.) wrong about tech ruling expansion, daily life, etc. was everyone caught up in mass tulip hysteria...were (non-internet) tech stocks selling for $160 really only worth $40? Was it greater fool theory played to hilt? OR Is it possible we've overcorrected by a great margin...that most everyone in the investment community was NOT dead wrong by a mile. that's where my money is now...i will leave it parked in tech for two years with no return versus rotating to other sectors. Just betting that bandwidth, storage b2b and net infra IS the future--that everyone wasn't as wrong as current stock prices and multiples suggest>> ____________________________________________ IMO, we are at or VERY NEAR the bottom and I'm staying quite fully invested in the good old tech sector. I think we have some historic buying opportunities at these levels...It's important to be selective and flexible though...=) Best Regards, Scott