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To: Lizzie Tudor who wrote (9433)10/16/2002 6:05:15 PM
From: stockman_scott  Read Replies (1) | Respond to of 13815
 
<<...good numbers from qlogic and IBM decent too... probably better than expectations anyway.
Is this what happens when an industry like tech recovers... things are choppy. I'm optimistic...>>

Yup...we go 3 steps forward and then 2 steps back...expect LOTS of turbulence this fall...We need to see The Global 2000 Companies improve their CapEx forecasts -- when they become more bullish the top tech firms should really benefit...this may not happen until sometime in '03...JMHO.

-Scott



To: Lizzie Tudor who wrote (9433)10/17/2002 10:45:57 AM
From: im a survivor  Respond to of 13815
 
Anybody intersted in CSCO or INTC at current levels...I hate the massive valuations, but like the quality names....I also feel both will be here 10 years from now, even if the bear stays around that long......what about extr......I bought a bunch in the $2's to lower my cost a great deal...sold some and kept some...but looking at extr and wondering if I should sell, or buy more at these levels.....anybody with some input? TIA


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