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To: Haim R. Branisteanu who wrote (78354)	3/10/2001 11:37:19 AM
From: Zeev Hed	Read Replies (1) \| Respond to of 436258

Haim, another one of the turnips is actually your own stock screen, it has been flashing buys at a 10:1 ratio for the last full week. What do you think (it did as well coming into the January 3rd fed rally induced...). Zeev

To: Haim R. Branisteanu who wrote (78354)	3/10/2001 2:57:15 PM
From: sammaster	Respond to of 436258

unfortunately(or fortunately)...people are selling the naz on bad news and moving into and creating bubbles in the "safe,defensive" sectors which include ko krem sbux(of whcih krem and sbux still show good growth unlike tech) so it is in my opinion safer to put the naz stocks which are way down but still overvalued and will still warn about earnings... once tech really crashes money will rotate out of "defensives" and back into techs or out of the market altogether...at that point i will buy puts on the "defensives" and even selective calls on the techs