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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: John Trader who wrote (48016)6/16/2001 3:16:51 PM
From: michael97123  Read Replies (1) | Respond to of 70976
 
"Right now I feel like just walking away from this market, and checking back in two years to see what happened, and where my stocks are."

Thats one of my thoughts too. I would add that if i did that, i probably would take another look at my portfolio and make some changes, exchanging shorter term plays with longer term ones. In that 2 year strategy what would be your 5 core stocks. Mike



To: John Trader who wrote (48016)6/16/2001 9:23:03 PM
From: Cary Salsberg  Read Replies (1) | Respond to of 70976
 
RE: "But the internet is alive and well, and with traffic doubling on it every 4-6 months or so..."

I quote from an article on NT's warning in today's Mercury News. "A most troubling trend detected by Nortel, Roth (CEO) said in a Friday conference call, was 'an actual decline in Internet traffic for the quarter.'"


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