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Politics : Idea Of The Day

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To: IQBAL LATIF who wrote (36405)	1/17/2001 11:39:28 AM
From: IQBAL LATIF	of 50167

Earnings and macro-economic based moves are the best moves, if we look at JDSU and AMCC my cute smart brothers on hteo ther side of the aisle will not be able to understand that rug is being pulled under their topsy turvy world of the so called perpetual short positions.. I hope that we get these earnings right and we get the macro econoic situation right and here we have a FED in a easing mood that is a combo that pre 1995 combo and here we have market on 1997 levels even lower for few of the hidden great stocks one of them being ARMHY.. but lets get this game going.. and lets have some real fun, I am little chirpy today, this year was oneo f the years when I closed 9% down, today from 1 Jan 2000 I am up by 9 % and I was solidly long all the way I have one of the finest of the stocks at dirt cheap prices and I have the ability to short at much more higher level, being a bull and making the year within first 18 days is something I am little happy aobut, I wanted to think the 'bulls' of this thread who have time and again stayed their ocurse and have proven the 'prevelent conventioanl wisdom' on SI worng that money could only be made by either 'subscription fees' from innocent lurkers, or trades which are great for self pormotion but have nothing to do with actual trading... in real life.. dynamic hedge and risk management is a science that associated with 'capable fundamental' read of the market and events around leads to a conclusion thatm ay be wrong for few moths but within a bull run extending over 8 years 9 months would be soon forgotten.. I was today with one of the largest purchasers of Fibre optic net work and they were frnatically searching for a huge order of fibre optic in China, ALA and SIEMENS has told them that they are sold out until 2002 June, when I see this this not a 'Q' word' this is more like a 'B ' word on them aking for the bears and these guys on the other side of the aisle know my 'b' well, I will be very soon leaving it out in hte open for greatest of the funs the bulls will see....In my own territory annd own country and my timing I am going to bne same old 'Ike' you have all come to like and love so much..

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