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Strategies & Market Trends : Zeev's Turnips - No Politics

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To: marginnayan who wrote (92453)7/8/2002 12:30:03 PM
From: dvdw©  Read Replies (1) of 99280
 
Mr Buffet and Mr Scott are long time friends! They office together and have 100% mutual trust. Mr Buffet and Mr Scott may have their collective eyes on that 40% of the Internet traffic flowing through another company making headlines.

Things always make sense when they are complete. Hind sight being 20/20.

The entire market is one of rotation, like it or not softee!

The present enviroment will spur action in the most unlikely places as current valuations reflect the dumpster mentality of the trading community, entreprenuers dont see the market as traders do,obscure opportunities are being weighed on relative merit. Increasing M&A activity from these levels is assured.

The Dark side is about cliches, soon the cliches will give way to wonderment, as alliances steal headlines.

Indeed, some of the trades favorites will be gone, but it's a big market and there has been tremendous shifting going on. The Obfuscation in the present notwithstanding.
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