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Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?


To: Softechie who wrote (35951)3/1/2002 10:01:22 PM
From: farkarooski  Read Replies (3) | Respond to of 99280
 
but this dude is asking for a buck but with tons of cash

finance.yahoo.com
1 year target 3.25
biz.yahoo.com
cash - $1.82



To: Softechie who wrote (35951)3/1/2002 10:07:32 PM
From: Smart_Money  Read Replies (1) | Respond to of 99280
 
Softy, I ain't touching any networkers now...have you seen telecom capex cutting galore going on? Kinda late to say that don't you think. The telecom capex cutting is nothing new and you should have been short networkers months ago. The market is at a critical point and either we advance out of the channel or we keep on the down channel. I personally think today the Nasdaq rode the coat tails of the DOW. Money is moving out of techs to more blue chip companies of the DOW.



To: Softechie who wrote (35951)3/2/2002 9:53:01 AM
From: sylvester80  Read Replies (3) | Respond to of 99280
 
The key Softie is to know 6-9 months ahead when capex will bottom and start reversing. If the economy continues to pick up, you might see that during the next 6-9 months. And pick and choose which networkers you get. Bankruptcy candidates, forget about it. But survivors, that's where you should be putting some money in IMO. Especially ones that are trading at or below 1x sales. <gg>

JMHO.