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Politics : High Tolerance Plasticity -- Ignore unavailable to you. Want to Upgrade?

To: kodiak_bull who wrote (17715)	11/14/2002 9:16:37 PM
From: Gottfried	Read Replies (1) \| Respond to of 23153

bpNDX fell to 66% Oct28 Oct29 Oct30 Oct31 Nov01 Nov04 Nov05 Nov06 Nov07 Nov08 Nov11 Nov12 Nov13 Nov14 ADBE ADBE ADBE ADBE AAPL AAPL AAPL AAPL AAPL AAPL AAPL AAPL AAPL AAPL AMAT AMAT AMAT ADRX ADBE ADBE ADBE ADBE ADBE ADBE ADBE ADBE ADBE ADBE AMGN AMGN AMGN AMAT ADRX ADRX ADRX ADRX ADRX ADRX ADRX ADRX ADRX ADRX AMZN AMZN AMZN AMGN AMAT ALTR ALTR ALTR ALTR ALTR ALTR ALTR ALTR ALTR APOL APOL APOL AMZN AMGN AMAT AMAT AMAT AMAT AMAT AMAT AMAT AMAT AMAT BBBY BBBY BBBY APOL AMZN AMGN AMGN AMGN AMZN AMZN AMZN AMZN AMZN AMZN BEAS BEAS BEAS BBBY APOL AMZN AMZN AMZN BBBY BBBY BBBY BBBY BBBY BBBY BGEN BGEN BGEN BEAS BBBY BBBY BBBY BBBY BEAS BEAS BEAS BEAS BEAS BEAS BMET BMET BMET BGEN BEAS BEAS BEAS BEAS BGEN BGEN BGEN BGEN BGEN BGEN CDWC CDWC CDWC BMET BGEN BGEN BGEN BGEN BMET BMET BMET BMET BMET BMET CEFT CEFT CEFT CDWC BMET BMET BMET BMET BRCM BRCM BRCM BRCM BRCM BRCM CEPH CEPH CEPH CEFT CDWC BRCM BRCM BRCM CDWC CDWC CDWC CDWC CDWC CDWC CHIR CHIR CHIR CEPH CEFT CDWC CDWC CDWC CEPH CEPH CEPH CEPH CEPH CEPH COST COST COST CHIR CEPH CEFT CEFT CEFT CHIR CHIR CHIR CHIR CHIR CHIR CPWR CPWR CPWR COST CHIR CEPH CEPH CEPH CMCSK CMCSK CMCSK CMCSK CMCSK CMCSK CTAS CTAS CTAS CPWR COST CHIR CHIR CHIR COST COST COST COST COST COST DELL DELL DELL CTAS CPWR COST CMCSK CMCSK CPWR CPWR CPWR CPWR CPWR CPWR DISH DISH DISH DELL CTAS CPWR COST COST CSCO CSCO CSCO CSCO CSCO CSCO EBAY EBAY EBAY DISH DELL CSCO CPWR CPWR CTAS CTAS CTAS CTAS CTAS CTAS ERICD ERICD ERICD EBAY DISH CTAS CSCO CSCO DELL DELL DELL DELL DELL DELL ERTS ERTS ERTS ERICD EBAY DELL CTAS CTAS DISH DISH DISH DISH DISH DISH ESRX ESRX ESRX ERTS ERICD DISH DELL DELL EBAY EBAY EBAY EBAY EBAY EBAY FLEX FLEX FLEX ESRX ERTS EBAY DISH DISH ERICD ERICD ERICD ERICD ERICD ERICD GENZ GENZ GENZ FLEX ESRX ERICD EBAY EBAY ERTS ERTS ERTS ERTS ERTS ERTS GILD GILD GILD GENZ FLEX ERTS ERICD ERICD ESRX FLEX FLEX FLEX FLEX FLEX HGSI IDPH IDPH GILD GENZ ESRX ERTS ERTS FLEX GENZ GENZ GENZ GENZ GENZ IDPH INTC INTC IDPH GILD FLEX ESRX ESRX GENZ GILD GILD GILD GILD GILD INTC INTU INTU INTC IDPH GENZ FLEX FLEX GILD GMSTE GMSTE GMSTE GMSTE GMSTE INTU JNPR JNPR INTU IDTI GILD GENZ GENZ GMSTE ICOS ICOS ICOS ICOS ICOS JNPR KLAC KLAC JNPR INTC IDPH GILD GILD ICOS IDPH IDPH IDTI IDTI IDTI KLAC LLTC LLTC KLAC INTU IDTI IDPH GMSTE IDPH IDTI IDTI IMCL IMCL IMCL LLTC LNCR LNCR LLTC JNPR INTC IDTI IDPH IDTI IMCL IMCL INTC INTC INTC LNCR MERQ MERQ LNCR KLAC INTU INTC IDTI IMCL INTC INTC INTU INTU JNPR MERQ MSFT MSFT MERQ LLTC JNPR INTU INTC INTC INTU INTU JNPR JNPR KLAC MSFT MXIM MXIM MSFT LNCR KLAC JNPR INTU INTU JNPR JNPR KLAC KLAC LLTC MXIM NVLS NVLS MXIM MERQ LLTC KLAC JNPR JNPR KLAC KLAC LLTC LLTC LNCR NVLS NXTL NXTL NVLS MSFT LNCR LLTC KLAC KLAC LLTC LLTC LNCR LNCR MCHP NXTL PAYX PAYX NXTL MXIM MCHP LNCR LLTC LLTC LNCR LNCR MCHP MCHP MERQ PAYX PCAR PCAR PAYX NVDA MERQ MCHP LNCR LNCR MCHP MCHP MERQ MERQ MSFT PCAR PMCS PMCS PCAR NVLS MSFT MERQ MCHP MCHP MERQ MERQ MSFT MSFT MXIM PMCS PSFT PSFT PMCS NXTL MXIM MSFT MERQ MERQ MSFT MSFT MXIM MXIM NTAP PSFT QCOM QCOM PSFT PAYX NTAP MXIM MSFT MSFT MXIM MXIM NTAP NTAP NVLS QCOM QLGC QLGC QCOM PCAR NVDA NTAP MXIM MXIM NTAP NTAP NVLS NVLS NXTL QLGC RFMD RFMD QLGC PMCS NVLS NVDA NTAP NTAP NVLS NVLS NXTL NXTL PAYX RFMD SBUX SBUX RFMD PSFT NXTL NVLS NVDA NVDA NXTL NXTL PAYX PAYX PCAR SBUX SEPR SEPR SBUX QCOM PAYX NXTL NVLS NVLS PAYX PAYX PCAR PCAR PMCS SEPR SPLS SPLS SEPR QLGC PCAR PAYX NXTL NXTL PCAR PCAR PMCS PMCS PSFT SPLS SPOT SPOT SPLS RFMD PMCS PCAR PAYX PAYX PMCS PMCS PSFT PSFT QCOM SPOT SYMC SYMC SPOT SBUX PSFT PMCS PCAR PCAR PSFT PSFT QCOM QCOM QLGC SYMC TLAB TLAB SYMC SEBL QCOM PSFT PMCS PMCS QCOM QCOM QLGC QLGC RATL TLAB TMPW TMPW TLAB SEPR QLGC QCOM PSFT PSFT QLGC QLGC RFMD RATL RFMD TMPW USAI USAI TMPW SPLS RFMD QLGC QCOM QCOM RFMD RFMD SANM RFMD SANM USAI XLNX XLNX USAI SPOT SANM RFMD QLGC QLGC SANM SANM SBUX SANM SBUX XLNX YHOO YHOO XLNX SYMC SBUX SANM RFMD RFMD SBUX SBUX SEBL SBUX SEBL YHOO YHOO TLAB SEBL SBUX SANM SANM SEBL SEBL SEPR SEBL SEPR TMPW SEPR SEBL SBUX SBUX SEPR SEPR SNPS SEPR SNPS USAI SNPS SEPR SEBL SEBL SNPS SNPS SPLS SNPS SPLS XLNX SPLS SNPS SEPR SEPR SPLS SPLS SPOT SPLS SPOT YHOO SPOT SPLS SNPS SNPS SPOT SPOT SYMC SPOT SYMC SYMC SPOT SPLS SPLS SYMC SYMC TEVA SYMC TEVA TLAB SYMC SPOT SPOT TEVA TEVA TLAB TEVA TLAB TMPW TLAB SYMC SYMC TLAB TLAB USAI TLAB USAI USAI TMPW TLAB TEVA USAI USAI VRSN USAI VRSN VRTS USAI TMPW TLAB VRSN VRSN VRTS VRSN VRTS XLNX VRSN USAI USAI VRTS VRTS XLNX VRTS XLNX YHOO VRTS VRSN VRSN XLNX XLNX YHOO XLNX YHOO XLNX VRTS VRTS YHOO YHOO YHOO YHOO XLNX XLNX YHOO YHOO

To: kodiak_bull who wrote (17715)	11/14/2002 10:57:06 PM
From: Steven C. Vartan	Read Replies (3) \| Respond to of 23153

KB- prior to joining the ranks of the early retirees I had some business dealings with Jeb Bush in Florida and also we sponsored his dad for a speaking gig in California. The comments he made led me to believe that dad was very much in the political fray with his sons and a very influencial advisor. My cynical view on the war delay is that they don't need the real war now that the election has been won. Politics aside the fundamental valuation issues still need to be worked through, IMO, which means that the current bull run is in a bear market context and should play itself out over the next week or so. Hard to understand some of the semi and semi-equipment stocks selling at 70 times earnings, 2.6 times book with at least 3 quarters of bad news going forward. Hard to understand why a chip should be considered with a reverence that deserves a 70 PE rather than a bolt or nut which are also boring commodity products. Well if it were a rational market it wouldn't be an auction market.