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To: Sig who wrote (10849)	6/26/2003 11:59:05 PM
From: pbull	Respond to of 13815

A name Arthur mentioned was HTCH, a company I know nothing about, and apparently SI doesn't have company profiles any more. Doesn't matter, these guys never tell the name they're actually long or short. I learned that a long time ago when a tech guy said he liked networking equipment, stocks like COMS. Of course, he wasn't in COMS, but you get the idea. Conversely, they liked gold last year, you know, stocks like Barrick. They didn't mean Barrick, of course, so you have to do your own shopping. So when Samberg says HTCH, you may want to look at EDS or INFY or some of the other players. Why IBM is trading at a PE of 38 is just beyond my comprehension. PB