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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Knighty Tin who wrote (94423)	2/8/2002 4:24:20 PM
From: miklosh	Respond to of 132070

Hi Knighty. It's been a while since I've had much interest in the stock mkt, and when I searched for your posts some months ago I had thought you dropped out of SI. Today I did some more searching and figured it out. Can't figure why the funky new name tho. I hope all is top shape with you, and that you've been making piles of money, because no prominent SI'er has been more right than you regarding the magnitude of the Netz and the Naz meltdown. Congrats! Since I've never been too comfortable with poots, I've mostly just sat in the cheap seats and watched for a while. But now that pessimism abounds and big cap stocks in general have taken a good beating, I'm starting to get interested again, but my gut tells me it's still too early. So, if if it's not too much much trouble, could you briefly summarize what you like on the long side right here, and just how overvalued do you think the QQQ still is? At what price would the QQQ be a long term buy and hold? btw I've sold 1/3 of my NEM and still holding the other 2/3 (because among other things,I like the chart but I know you well enough not to go there...VBG). best regards Miklosh