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

To: freeus who wrote (34725)	3/27/2001 1:25:49 PM
From: yard_man	Read Replies (1) \| Respond to of 65232

Old news ... look at the charts of some of them ... dangerous to buy just like the OSX here ... FWIW CA is about the only place that generator building has not been agressive for the last 3 years. All the CT mfrs have backlogs in excess of 2 years and can get the prices they want -- we are nearing the apex for the stocks. Trust me ... I know There'll be cancellations as early as next year for machines ordered for 03 and 04

To: freeus who wrote (34725)	3/27/2001 1:35:55 PM
From: freeus	Respond to of 65232

I guess what I was wondering is.... will there be totally new leaders when this disaster is over or will the ones that seemed to be emerging...the sebls qcoms ntaps itwos crees of the world....still be market leaders? If they are going to be they sure are great prices here, and I could write cov calls against them until the "bottom" is really in and out. If not, then I need a lot more knowledge!!!!! Freeus