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Pastimes : Clown-Free Zone... sorry, no clowns allowed
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To: yard_man who wrote (143373)1/13/2002 7:50:06 AM
From: Earlie   of 436258
 
Tip:

I agree with your comments, especially with respect to the CFZ being a tiny outpost of bearish thinking. Everywhere I look, I see broad-based bullish sentiment.

As you note, Alan Green-expandex is just about out of ammo yet few seem to have recognized that the bond boyz haven't given much ground at the long end. This has to be weighing on the minds of heavily committed fund managers, which makes me think that they will stampede out of any of the "darling" stocks that provide even a hint that all is not well.

I don't disagree with Sun over the fact that analysts have lowered expectations in a consequential manner with respect to this earnings season, but the conference calls that follow the earnings reports will be examined as intensively as Mediaeval period entrails this time around. With the class action suits expanding exponentially, with the SEC yapping about accounting, with 9/11 as a "perfect excuse" and with a bleak 2002 stretching out ahead of them, it won't be easy for company execs to "paint pretty pictures".

As noted earlier, I intend to rotate through puts/shorts on several tech company stocks on a "just in time" (i.e., just before earnings release) basis. That said, the bets will not be aggressive, as this mania is longer lived than Jason from the "Hallowe'en movies. (g)

Best, Earlie
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