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Non-Tech : Invest / LTD
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To: SJS who wrote (12600)3/22/2000 5:43:00 PM
From: Thean  Read Replies (3) of 14427
 
Steve,
LT quit his VC job and became a full time SI bear. This is a real life story and I kid you not. He lives off his investment just like our expired friend Dave did until his death. This is not a common phenomenon in the society but I have the pleasure of knowing LT.

You sounds more and more bearish with the RMBS comments. I hope you don't lose sight of the big picture and the various monetory flow imbalances that is driving this unprecedented market. AG used to be the market moving king but we also knows his effect is short-lived. You say 2 more hikes? I seriously don't think another two tech wrecks like what we had can derail this tech mo-mo show. They will just bounce right back as long as AG does not touch the margin requirement (one point I agree with) - which he won't because that will hurt more ordinary people than control the monetory flow imbalances.

TXCC - it ahaa, ahaa away today. This ex-turd sure looks to destroy estimate and whisper and more.

CNXT - the crowned turd of today's semis. There is no other way to describe it.

TQNT - it is getting ready to move as well. I look for a take-down of the resistence of 101 first however.

WAP's - looks like PHCM is the chief WAP play now as PUMA, XTND and GWRX are more speculative in nature. When things are less certain, go with the chieftain.
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