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Pastimes : Home on the range where the buffalo roam -- Ignore unavailable to you. Want to Upgrade?

To: Jim Willie CB who wrote (12397)	4/8/2001 1:05:20 AM
From: Boplicity	Read Replies (2) \| Respond to of 13572

You are right for now, but after awhile companies will be forced into an upgrade cycle. Call me in denial, but I really believe by the end of the summer conditions going forward will more clearer then they are now and the over capacity issue in the teleco and tech sectors will be well on the way to being addressed. I am also convinced sectors that are not facing an over capacity issue will be the first to emerge from the bottom, and could very well be large enough to prevent a contraction or lead the economy out of one. I believe it would be prudent now to begin thinking about what companies are the most efficient ones and have already address their inventory problems, and do not face the prospects of selling into a sector that has an over capacity problem to resolve. Meaning we all knows it's bad and it will get worse but it will also be getting better. Also, you are not going to be able to define the exact point when the bottom happens. When it's obvious, you might very well have missed out on the 20 or 25% of the gains. I know the following investment advice is boring but at this point in the sell off, it might be the best course action for those investors that are not in it for the sport of it all and have long term investment horizon to start dollar cost adveraging. <g> B