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To: hoffy who wrote (85806)	3/26/2001 7:57:53 PM
From: marginmike	Read Replies (2) \| Respond to of 436258

Please provide 5 longs, 5 shorts and why? Rather then blow smoke out your ARSE. I say short the retailers and play tech for the bounce. As always BUY GOLD, if for nothing else then to pump up price so I wont be the last bagholder-ng-

To: hoffy who wrote (85806)	3/26/2001 7:58:48 PM
From: Skeeter Bug	Read Replies (2) \| Respond to of 436258

hoffy, decimated does not describe the current tech environment. btw, current tech are valued at 100\|% more than the historical norm. you argue, but they are growing! csco went from 70% growth to negative growth between 11/00 and now. csco trades at a 45 pe with no growth. decimated? slap a 5 pe on csco and then we're talkin' napalm in the morning... btw, i like lgnd, gztc, trps, asis, imnx and gztr on the long side. i just wish these techs would hurry up and dip below fair value so the market doesn't take down my picks, too.