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To: GST who wrote (129641)	8/4/2001 5:00:13 PM
From: Alomex	Read Replies (1) \| Respond to of 164684

The irony is that there is so much good news priced into the market I agree. There is a lot of talk of the bubble having burst, when in reality it was only downsized. CSCO, YHOO, AOL still trade at absurdly high P/E ratios... AOL should be trading at $15, CSCO at $10, YHOO at $8.

To: GST who wrote (129641)	8/4/2001 10:35:18 PM
From: Sarmad Y. Hermiz	Read Replies (2) \| Respond to of 164684

>> . An economic "recovery" is already priced into the market. GST, You are right to point out that a recovery is priced into big cap stocks, especially in areas that are supported by consumer spending. But it is not priced into all segments, and not even into the right segments. Software, telecom, pc's, data storage and many semi's are still priced for extended hard times. So most of my stocks are 80% to 98% off their peaks. When the recovery actually happens, their price will be much higher.