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Politics : High Tolerance Plasticity -- Ignore unavailable to you. Want to Upgrade?

To: excardog who wrote (2753)	4/3/2001 12:46:17 PM
From: Warpfactor	Read Replies (2) \| Respond to of 23153

Excardog, There are many tech companies that still seems to sport lofty valuations, as you note. Most pundits, when picking the "ultimate" NASDAQ bottom, were throwing out numbers in the range of 1400. This is only a ~15% drop from current levels. Some of these B-to-B's are still flying mighty high, valuation wise. Nonetheless, if you pick the right one, you may find yourself with a very quick 10-bagger when this ship turns around. ARBA, INKT, AKAM, VIGN etc.. Most will likely fade off into the sunset, but a few will probably hit paydirt. B-to-B confuses me, I may look at an E-commerce mutual fund to play this. It is beginning to look like Don Hays may be right about one thing, that the final capitulation will come sooner (within the next two weeks) vs. later (4 - 6 months). Action lately certainly looks like capitulation is at hand. Warp

To: excardog who wrote (2753)	4/3/2001 3:05:24 PM
From: Telemarker	Read Replies (1) \| Respond to of 23153

excardog, a cheapskate? Say it ain't so! But, all seriousness aside <G>, I fully agree with you. Best risk/reward plays I see out there now is in energy, and even moreso in Gold miners. I'm no defender or pimp of gold, but the downside for the miners from current levels does seem dwarfed by the potential upside. IF there ever is any upside to those dogs, deciding when to sell will be the real trick 'cause IMO, they sure ain't no long-term keepers. Care to share you energy issues? I'm presently own 12 E&Ps and have a shopping list about twice as long. Regards