Silicon Investor (SI) -- The First Internet Community

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To: John Pitera who wrote (43253)	5/26/1999 4:03:00 PM
From: Lizzie Tudor	Respond to of 86076

Well I don't know about the qcom chart but overall I don't want to short in comm equipment because there is just too much available in the internet arena so why bother? We are undergoing a pretty fundamental shift in communications after all away from traditional phones and thats a money making business, somebody is going to win so I'd rather short ISPs and 2nd tier internet auction sites where I know no one will win. And look at SIEB valuation - 600M, tell me when rates are going to rise will you, that one will be cut in half, I had no idea it was so high