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To: kapkan4u who wrote (164882)5/3/2002 7:36:10 PM
From: John Koligman  Respond to of 186894
 
Well I could see the DOW taking a hit as it has held up well if the carnage continues, but on the NAS issues you mention it's pretty close to bottom (IMO). OF course BK on a few of the telecom issues has to be factored in, but guys like EMC have 5B in cash, so much lower and they get taken out... I've got a contrarian streak in me, so when debt free firms with good franchises start selling for low to mid single digits, perhaps it's time for a look. We shall see..

Best regards,
John