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To: 16yearcycle who wrote (11600)	5/17/2002 5:01:22 PM
From: Libbyt	Respond to of 57684

At this point, they probably should sell the company. IMO that probably will be the case...and it would be ironic if CSCO was the buyer, only because the rumor often heard would be true. I added wcom thinking that down here, if it isn't going broke, it's probably smarter than buying more on the equip side. What are your thoughts on NXTL? The bounce in big pharma is a good sign for growth I agree....and I find it hard to believe how hard some of the pharmacy companies have sold off recently. PFE has always been one I've liked as a long term investment.

To: 16yearcycle who wrote (11600)	5/17/2002 5:29:21 PM
From: techanalyst1	Read Replies (1) \| Respond to of 57684

That's funny! Qlgc isn't a current year pe of 75 though. It's "only" 52 (earnings of a buck this year, which just started and a pe of 42 on 04 earnings). But that does bring up why is brcd going down with qlgc going up? Brcd has a lower valuation than qlgc based on p/s and not that different based on a forward pe. Qlgc benefits because they just started their new earnings year. Must be some reason.......... maybe short covering still. TA