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Strategies & Market Trends : Don't Drink the Kool-Aid Kids -- Ignore unavailable to you. Want to Upgrade?

To: Stoctrash who wrote (181)	3/23/2001 11:17:19 AM
From: John Pitera	Read Replies (1) \| Respond to of 1063

I'm not sure Fred..... a bunch of stuff is really oversold. I'm watching to see how much selling comes into JNPR, SEBL, CIEN, etc. CSCO estimate was really trimmed today by cowan I believe. AG is speaking next tuesday which could be interesting. TLGD is sporting some pretty tame PE type numbers, they had an upgrade today 10:19 ET Tollgrade Comm (TLGD) 27 1/2 +5 3/16 (+23.2%): Gapped up at the open after being upgraded by Robert W. Baird to STRONG BUY from MKT OUTPERFORM. Basis for the upgrade is the extreme low valuation of the shares despite a revision in estimates reflecting the current telecom environment. Checks with several key TLGD customers confirm continuing moving forward of Internet-access initiatives.