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Strategies & Market Trends : Buffettology -- Ignore unavailable to you. Want to Upgrade?


To: James Clarke who wrote (2890)6/19/2001 12:12:50 AM
From: jhg_in_kc  Read Replies (2) | Respond to of 4691
 
James, in all humility, after reading today's pg 1 Ny Times articles on the collapse of the fiber-optics capital spending boom and comparison to the railroad boom of the 1870s (with no last mile to connect to the towns/computers in common) I am at a loss, and ask your advice:
what would you buy, if anything, just now.
I think tech has much lower to go now...
hope you still own ANF..
jhg



To: James Clarke who wrote (2890)6/19/2001 7:18:39 PM
From: DanWebzster  Read Replies (2) | Respond to of 4691
 
James,

Please share your thoughts about when GX becomes a deep, deep value.

Dan